Unclaimed Profile

William Montgomery Traer

MERIT FINANCIAL ADVISORS LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 24, Series 63CFP27 years registeredMERIT FINANCIAL ADVISORS LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 3072517Firm CRD# 142457

Profile Verification

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

Identity

William Montgomery Traer · ALPHARETTA, GA

Registration

CRD #3072517 · MERIT FINANCIAL ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL ADVISORS LLC

MERIT FINANCIAL ADVISORS

Dec 2010 – Dec 2024

JACKSONVILLE, FL

SECURITIES AMERICA ADVISORS, INC.

Oct 2006 – Dec 2010

JACKSONVILLE, FL

LINGE CAPITAL MANAGEMENT INC.

May 1999 – Dec 2003

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 10, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 William Montgomery Traer offer?

William Montgomery Traer specializes in Financial Planning, Investment Management, Wealth Management.

What are William Montgomery Traer's credentials?

William Montgomery Traer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Montgomery Traer located?

William Montgomery Traer is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL ADVISORS LLC.

How does William Montgomery Traer charge for services?

William Montgomery Traer'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 ADVISORS LLC?

MERIT FINANCIAL ADVISORS 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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