Sierra Wealth Advisors

Sierra Wealth Advisors (CRD# 127910) is a financial advisory firm headquartered in , . They manage $8,450,776 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $704,231
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sierra Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Keith Merson, financial advisor Cool CA
Keith A. Merson
CRD#: 4578705
Cool, CA

Keith Merson (CRD# 4578705) is an Investment Advisor Representative working at Sierra Wealth Advisors in Cool, CA 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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