Unclaimed Profile

Andy Kalbaugh

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Andy Kalbaugh 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

Speak with Andy

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

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

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# 1821773

Firm CRD# 142457

View on FINRA BrokerCheck →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Browse ALPHARETTA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →