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Jeremy Scott Mcgraw

MERIT INVESTMENT MANAGEMENT LLC·WILMINGTON, Delaware
Series 7, Series 63, Series 65Clean record17 years registeredMERIT INVESTMENT MANAGEMENT LLC
1 RIGHTER PKWY, WILMINGTON, DE 19803CRD# 4589494Firm CRD# 149663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Scott Mcgraw · WILMINGTON, DE
Registration
CRD #4589494 · MERIT INVESTMENT MANAGEMENT LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

MERIT INVESTMENT MANAGEMENT
Sep 2016 – present
MERIT INVESTMENT MANAGEMENT
Aug 2009 – Dec 2014
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 6, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIT INVESTMENT MANAGEMENT LLC
CRD 149663 · SEC 801-72593
AUM
$935K
Regulatory assets under management
Employees
1
2 client accounts
Services offered by MERIT INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MERIT INVESTMENT MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeremy Scott Mcgraw offer?
Jeremy Scott Mcgraw specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Jeremy Scott Mcgraw's credentials?
Jeremy Scott Mcgraw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Scott Mcgraw located?
Jeremy Scott Mcgraw is based in WILMINGTON, Delaware, working with MERIT INVESTMENT MANAGEMENT LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Jeremy Scott Mcgraw charge for services?
Jeremy Scott Mcgraw's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIT INVESTMENT MANAGEMENT LLC?
MERIT INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $935K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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