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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Florida

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Florida, by city and A to Z.

The short answer

9 registered advisors work at Merit Financial Advisors in Florida, out of 251 nationwide; it's the firm's number 6 state by advisors, and the most are in Boca Raton (4). 0 list the CFP designation and 7 are also registered broker representatives.

Merit Financial Advisors advisors by city in Florida

Every firm in Florida →

Boca Raton 4Fernandina Beach 1Jacksonville 1Jupiter 1Palm Beach Gardens 1Sebring 1

Merit Financial Advisors advisors in Florida, A to Z

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Merit Financial Advisors advisors in every state →Merit Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Merit Financial Advisors in other states

Georgia 124Wisconsin 22Illinois 12Washington 11Pennsylvania 10Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Florida?

9 investment adviser representatives are registered at Merit Financial Advisors offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Where in Florida does Merit Financial Advisors have the most advisors?

Boca Raton, with 4, then Fernandina Beach (1). Merit Financial Advisors has advisors in 6 cities in Florida.

How do I check a Merit Financial Advisors advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merit Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.