Unclaimed Profile

Margaret A Dehn

MERIT INVESTMENT SOLUTIONS, INC.·CLEARWATER, Florida

Clean recordMERIT INVESTMENT SOLUTIONS, INC.

1401 SOUTH FORT HARRISON, CLEARWATER, FL 33756CRD# 5973615Firm CRD# 153324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret A Dehn · CLEARWATER, FL

Registration

CRD #5973615 · MERIT INVESTMENT SOLUTIONS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Margaret A Dehn is a registered financial advisor based in CLEARWATER, Florida, affiliated with MERIT INVESTMENT SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

MERIT INVESTMENT SOLUTIONS, INC.

AUM

$12M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERIT INVESTMENT SOLUTIONS, INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 5973615

Firm CRD# 153324

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Margaret A Dehn offer?

Margaret A Dehn specializes in Investment Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Margaret A Dehn's credentials?

Margaret A Dehn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret A Dehn located?

Margaret A Dehn is based in CLEARWATER, Florida, working with MERIT INVESTMENT SOLUTIONS, INC.. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.

How does Margaret A Dehn charge for services?

Margaret A Dehn's firm is compensated through percentage of aum, hourly charges, 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 SOLUTIONS, INC.?

MERIT INVESTMENT SOLUTIONS, INC. has approximately 1 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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