Unclaimed Profile

Amelia Babasa Wood

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

Clean recordMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 4314372Firm CRD# 142457

Profile Verification

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

Identity

Amelia Babasa Wood · ALPHARETTA, GA

Registration

CRD #4314372 · MERIT FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amelia Babasa Wood is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MERIT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

AUM

$7.3B

Regulatory assets under management

Employees

258

Total firm employees

View all advisors at MERIT FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: CONSULTING FEES

Regulatory

SEC/IARD CRD# 4314372

Firm CRD# 142457

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amelia Babasa Wood offer?

Amelia Babasa Wood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Amelia Babasa Wood's credentials?

Amelia Babasa Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amelia Babasa Wood located?

Amelia Babasa Wood is based in ALPHARETTA, Georgia, working with MERIT FINANCIAL GROUP, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Amelia Babasa Wood charge for services?

Amelia Babasa Wood's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERIT FINANCIAL GROUP, LLC?

MERIT FINANCIAL GROUP, LLC has approximately 258 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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