Harvey Merson

Harvey Merson (CRD# 129290) is a financial advisory firm headquartered in , . They manage $36,250,000 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $312,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Harvey Merson
Showing 1 - 1 of 1 top financial advisors.
1
Harvey N. Merson
CRD#: 1049707
Scotch Plains, NJ
93
Wealthminder
score

Harvey Merson (CRD# 1049707) is an Investment Advisor Representative working at Harvey Merson in Scotch Plains, NJ and has over 17 years of experience in the finance industry.

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