Unclaimed Profile

William Andrew Mertes

AMERICAN FINANCIAL ADVISORS INC·WINTER PARK, Florida

Series 7, Series 6, Series 65, Series 63CFAClean recordAMERICAN FINANCIAL ADVISORS INC

1936 LEE ROAD, WINTER PARK, FL 32789CRD# 2717949Firm CRD# 108530

Profile Verification

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

Identity

William Andrew Mertes · WINTER PARK, FL

Registration

CRD #2717949 · AMERICAN FINANCIAL ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Andrew Mertes is a registered financial advisor based in WINTER PARK, Florida, affiliated with AMERICAN FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AMERICAN FINANCIAL ADVISORS INC

AUM

$887M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERICAN FINANCIAL ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2717949

Firm CRD# 108530

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Andrew Mertes offer?

William Andrew Mertes specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are William Andrew Mertes's credentials?

William Andrew Mertes holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Andrew Mertes located?

William Andrew Mertes is based in WINTER PARK, Florida, working with AMERICAN FINANCIAL ADVISORS INC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does William Andrew Mertes charge for services?

William Andrew Mertes'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 AMERICAN FINANCIAL ADVISORS INC?

AMERICAN FINANCIAL ADVISORS INC has approximately 9 employees and manages $887M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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