Merit Investment Management

Merit Investment Management (CRD# 149663) is a financial advisory firm headquartered in West Chester, PA. They manage $9,106,460 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2 W Market Street, Suite 100, West Chester, PA 19382
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $505,914
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Merit Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy McGraw, financial advisor West Chester PA
Jeremy S. McGraw
CRD#: 4589494
2 W Market Street, Suite 100, West Chester, PA 19382

Jeremy McGraw (CRD# 4589494) is an Investment Advisor Representative working at Merit Investment Management in West Chester, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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