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Susanne Kreitman Taylor

MERITED WEALTH, LLC·NORTH BAY VILLAGE, Florida
Clean recordMERITED WEALTH, LLC
1666 79TH STREET CAUSEWAY, NORTH BAY VILLAGE, FL 33141CRD# 7073465Firm CRD# 299549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susanne Kreitman Taylor · NORTH BAY VILLAGE, FL
Registration
CRD #7073465 · MERITED WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susanne Kreitman Taylor is a registered financial advisor based in NORTH BAY VILLAGE, Florida, affiliated with MERITED WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MERITED WEALTH, LLC
MERITED WEALTH, LLC
AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERITED WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7073465
Firm CRD# 299549
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susanne Kreitman Taylor offer?
Susanne Kreitman Taylor specializes in Financial Planning, Investment Management. Contact their office in NORTH BAY VILLAGE, Florida for a consultation.
What are Susanne Kreitman Taylor's credentials?
Susanne Kreitman Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susanne Kreitman Taylor located?
Susanne Kreitman Taylor 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 Susanne Kreitman Taylor charge for services?
Susanne Kreitman Taylor'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.
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Other Advisors at MERITED WEALTH, LLC

Giancarlo Lamourtte
NORTH BAY VILLAGE, FL
Stephen Anthony Taylor
NORTH BAY VILLAGE, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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