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William Montgomery Traer

MERIT FINANCIAL ADVISORS LLC·ALPHARETTA, Georgia
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2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 3072517Firm CRD# 142457
01

About

William Montgomery Traer is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MERIT FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 3072517
Firm CRD# 142457
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Montgomery Traer offer?
William Montgomery Traer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are William Montgomery Traer's credentials?
William Montgomery Traer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Montgomery Traer located?
William Montgomery Traer is based in ALPHARETTA, Georgia, working with MERIT FINANCIAL ADVISORS LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
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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Other advisors in ALPHARETTA
John Douglas Baxley — MERIT FINANCIAL GROUP, LLCGregory Allan Rutherford — ELITE TAMP LLCKurt Lawrence Wright — QUADRANT REAL ESTATE ADVISORS LLCWalter Ronald Huggins — QUADRANT REAL ESTATE ADVISORS LLCBryan B. Hamm — MEDALIST PARTNERS CORPORATE FINANCE LLC
Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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