Merit Financial Advisors

Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $3,681,709,925 in 10,460 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,682
    MILLION
  • Total Number of Accounts
    10,460
    ACCOUNTS
  • Average Account Value
    $351,980
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY

Financial Advisors at Merit Financial Advisors
Showing 1 - 10 of 84 top financial advisors.
1
Peter Abbate
CRD#: 6127350
1060 Maitland Center Commons, Suite 365, Maitland, FL 32751

Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 9 years of experience in the finance industry.

2
Jeffrey Ackler
CRD#: 2227187
1303 Limit Ave, Suite 200, Mount Dora, FL 32757

Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 30 years of experience in the finance industry. Jeffrey Ackler 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.

3
Craig M. Anderson
CRD#: 1707316
1790 Atkinson Road, Suite C, Lawrenceville, GA 30043

Craig Anderson (CRD# 1707316) is an Investment Advisor Representative working at Merit Financial Advisors in Lawrenceville, GA and has over 30 years of experience in the finance industry.

4
Marcus L. Anderson
CRD#: 4394730
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Marcus Anderson (CRD# 4394730) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.

5
Carmen Maria B. Andrews
CRD#: 4573587
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 19 years of experience in the finance industry.

6
Francis A. Bautz
CRD#: 3217237
8198 Jog Road, Suite 205, Boynton Beach, FL 33472

Francis Bautz (CRD# 3217237) is an Investment Advisor Representative working at Merit Financial Advisors in Boynton Beach, FL and has over 22 years of experience in the finance industry.

7
Sharon L. Bautz
CRD#: 4668215
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Sharon Bautz (CRD# 4668215) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 5 years of experience in the finance industry.

8
Zachary W. Beckerley
CRD#: 5709157
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 12 years of experience in the finance industry. Zachary Beckerley 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.

9
Gregory S. Bennett
CRD#: 2713886
130 Harbour Place Drive, Suite 250, Davidson, NC 28036

Gregory Bennett (CRD# 2713886) is an Investment Advisor Representative working at Merit Financial Advisors in Davidson, NC and has over 26 years of experience in the finance industry.

10
Douglas L. Blanton
CRD#: 2580584
2400 Lakeview Parkway, Suite 650, Alpharetta, GA 30009

Douglas Blanton (CRD# 2580584) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.

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