AdvisorOS Directory
Claim Profile
Unclaimed Profile
GL

Giancarlo Lamourtte

MERITED WEALTH, LLC·NORTH BAY VILLAGE, Florida
Series 65Clean record6 years registeredMERITED WEALTH, LLC
1666 79TH STREET CAUSEWAY, NORTH BAY VILLAGE, FL 33141CRD# 6966375Firm CRD# 299549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Giancarlo Lamourtte · NORTH BAY VILLAGE, FL
Registration
CRD #6966375 · MERITED WEALTH, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

MERITED WEALTH, LLC
May 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Oct 2019 – Dec 2019
Miami, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERITED WEALTH, LLC
CRD 299549 · SEC 801-129613
AUM
$106M
Regulatory assets under management
Employees
4
337 client accounts
Services offered by MERITED WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERITED WEALTH, LLC →
Introduction

Speak with Giancarlo

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Giancarlo is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTH BAY VILLAGE?

Browse all registered financial advisors in NORTH BAY VILLAGE, Florida or claim this profile if it's yours.

Browse NORTH BAY VILLAGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Giancarlo Lamourtte offer?
Giancarlo Lamourtte specializes in Financial Planning, Investment Management. Contact their office in NORTH BAY VILLAGE, Florida for a consultation.
What are Giancarlo Lamourtte's credentials?
Giancarlo Lamourtte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Giancarlo Lamourtte located?
Giancarlo Lamourtte is based in NORTH BAY VILLAGE, Florida, working with MERITED WEALTH, LLC. Their office serves clients in the NORTH BAY VILLAGE metropolitan area and surrounding communities.
How does Giancarlo Lamourtte charge for services?
Giancarlo Lamourtte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERITED WEALTH, LLC?
MERITED WEALTH, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MERITED WEALTH, LLC

Stephen Anthony Taylor
NORTH BAY VILLAGE, FL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile