Lon Merritt, financial advisor New Hartford NY

Lon Merritt

CRD Number: 822735
Current Firm: Cs Planning Corp

Lon Merritt (CRD# 822735) is an Investment Advisor Representative working at Cs Planning Corp in New Hartford, NY and has over 37 years of experience in the finance industry. Lon Merritt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2023 - Current 1
Cs Planning Corp Dba Master Planners & Associates New Hartford, NY Sep 2022 - Current 1
Master Planners & Associates, LLC New Hartford, NY Nov 2002 - Current 21
Cadaret, Grant & Company, Inc. New Hartford, NY Oct 1989 - Aug 2022 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Lon C. Merritt
Phone Number: 503-292-5853
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    543
    MILLIONS
  • Total Number of Accounts
    2,906
    ACCOUNTS
  • Average Account Value
    $186,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AZ, CA, CO, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY

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