Investment adviser representative · Horizon Financial Services, LLC
Samuel S. Merrick Jr.
CRD 7975954 · Winston Salem, NC
At a glance
Samuel S. Merrick Jr. is an investment adviser representative with Horizon Financial Services, LLC in Winston Salem, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Horizon Financial Services, LLCSince August 2024Winston Salem, NC · $262M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Samuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Horizon Financial Services, LLC
- John J. BraisWinston Salem
- Angel B. MoorefieldWinston Salem
- Joseph M. PerkinsWinston Salem
- Scott D. WalkerWinston Salem
- Jared G. JohnsonClemmons
Every advisor at Horizon Financial Services, LLC →Horizon Financial Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →