Merit Financial LLC

Merit Financial LLC (CRD# 172789) is a financial advisory firm headquartered in Dedham, MA. They manage $1,280,000 in 5 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $256,000
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
  • 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.

FL, MA, NH

Financial Advisors at Merit Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sujatha R. Avutu
CRD#: 2028088
3 Allied Drive, Suite 303, Dedham, MA 02026
96
Wealthminder
score

Sujatha Avutu (CRD# 2028088) is an Investment Advisor Representative working at Merit Financial LLC in Dedham, MA and has over 22 years of experience in the finance industry.

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