Charles Mertz, IiiCRD Number: 7075453
Current Firm: Centerview Wealth Advisors, LLC
Charles Mertz, Iii (CRD# 7075453) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Centerview Wealth Advisors, LLC||Pittsburgh, PA||Feb 2019 - Current||3|
|Student||Pittsburgh, PA||May 2003 - Feb 2019||15|
|Centerview Wealth Advisors||Pittsburgh, PA||May 2018 - Aug 2018||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management94MILLIONS
Total Number of Accounts319ACCOUNTS
Average Account Value$295,768
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, PA, TX
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