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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Pennsylvania

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

The short answer

12 registered advisors work at Merit Financial Advisors in Pennsylvania, out of 251 nationwide; it's the firm's number 5 state by advisors, and the most are in Mechanicsburg (5). 1 list the CFP designation and 9 are also registered broker representatives.

Merit Financial Advisors advisors by city in Pennsylvania

Every firm in Pennsylvania →

Mechanicsburg 5Berwyn 2Williamsport 2Newtown 1

Merit Financial Advisors advisors in Pennsylvania, A to Z

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Merit Financial Advisors in other states

Georgia 124Wisconsin 22Illinois 12Washington 11Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Pennsylvania?

12 investment adviser representatives are registered at Merit Financial Advisors offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Mechanicsburg, with 5, then Berwyn (2). Merit Financial Advisors has advisors in 4 cities in Pennsylvania.

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

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.