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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Orchard Park, NY

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Orchard Park, A to Z.

The short answer

5 registered advisors work at Merit Financial Advisors in Orchard Park, out of 251 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Merit Financial Advisors advisors in Orchard Park, A to Z

Every Merit Financial Advisors advisor →

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

Merit Financial Advisors advisors in other cities

Alpharetta, GA 121Sheboygan Falls, WI 8Chicago, IL 7Madison, WI 6Pocatello, ID 6Mechanicsburg, PA 5Boca Raton, FL 4Issaquah, WA 4Middleton, WI 4Rockville, MD 4American Fork, UT 3Raleigh, NC 3Southlake, TX 3Spokane, WA 3Westfield, NJ 3

Other firms in Orchard Park

All Orchard Park advisors →

Silver Grove Advisory Services 14LPL Financial LLC 10LPL Enterprise, LLC 8Moldenhauer & Associates 7Osaic Wealth, Inc. 7Waterford Advisors, LLC 6Morgan Stanley 5Raymond James Financial Services Advisors, Inc. 5Commonwealth Financial Network 4Cambridge Investment Research Advisors, Inc. 3Farrell Financial 3Wny Asset Management, LLC 3

Questions

How many financial advisors does Merit Financial Advisors have in Orchard Park?

5 investment adviser representatives are registered at Merit Financial Advisors offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 251 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Merit Financial Advisors one of the largest advisor employers in Orchard Park?

Merit Financial Advisors ranks number 7 in Orchard Park by registered advisors; Silver Grove Advisory Services has the most, with 14.

How do I check a Merit Financial Advisors advisor in Orchard Park?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.