Daryl Lepage, financial advisor Rocky Hill CT

Daryl Lepage

CRD Number: 2293580
Current Firm: Merit Financial Advisors

Daryl Lepage (CRD# 2293580) is an Investment Advisor Representative working at Merit Financial Advisors in Rocky Hill, CT and has over 26 years of experience in the finance industry. Daryl Lepage 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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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Merit Financial Group, LLC Alpharetta, GA Aug 2022 - Current 1
Lpl Financial Llc (formerly: Linsco/private Ledger Corp.) Rocky Hill, CT Aug 1997 - Current 26
Brook Wealth Management, LLC Rocky Hill, CT Aug 2007 - Aug 2022 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1997
Contact Info for Daryl J. Lepage
Phone Number: 678-867-7050
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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