Unclaimed Profile

Gregory Vincent Gerhard

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 63, Series 65, Series 66Clean record10 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 2966114Firm CRD# 142457

Profile Verification

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

Identity

Gregory Vincent Gerhard · ALPHARETTA, GA

Registration

CRD #2966114 · MERIT FINANCIAL GROUP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

Jul 2016 – Dec 2025

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · July 6, 2016

Years registered · 10

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 Gregory Vincent Gerhard offer?

Gregory Vincent Gerhard specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Vincent Gerhard's credentials?

Gregory Vincent Gerhard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Vincent Gerhard located?

Gregory Vincent Gerhard is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL GROUP, LLC.

How does Gregory Vincent Gerhard charge for services?

Gregory Vincent Gerhard'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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