Unclaimed Profile

Andy Kalbaugh

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 99TOClean recordMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 1821773Firm CRD# 142457

Profile Verification

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

Identity

Andy Kalbaugh · ALPHARETTA, GA

Registration

CRD #1821773 · MERIT FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERIT FINANCIAL GROUP, LLC

CRD 142457 · SEC 801-67462

AUM

$7.3B

Regulatory assets under management

Employees

258

25,088 client accounts

Services offered by MERIT FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERIT FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Andy Kalbaugh offer?

Andy Kalbaugh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Andy Kalbaugh's credentials?

Andy Kalbaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andy Kalbaugh located?

Andy Kalbaugh 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 Andy Kalbaugh charge for services?

Andy Kalbaugh'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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