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Richard Michael Merritt

H. BECK, INC.·BETHESDA, Maryland
Unclaimed Profile
6600 ROCKLEDGE DRIVE, BETHESDA, MD 20817-1806CRD# 2128127Firm CRD# 1763
01

About

Richard Michael Merritt is a registered financial advisor based in BETHESDA, Maryland, affiliated with H. BECK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
H. BECK, INC.
H. BECK, INC.
AUM
$2.0B
Regulatory assets under management
Employees
406
Total firm employees
View all advisors at H. BECK, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2128127
Firm CRD# 1763
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Michael Merritt offer?
Richard Michael Merritt specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Richard Michael Merritt's credentials?
Richard Michael Merritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Michael Merritt located?
Richard Michael Merritt is based in BETHESDA, Maryland, working with H. BECK, INC.. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Richard Michael Merritt charge for services?
Richard Michael Merritt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is H. BECK, INC.?
H. BECK, INC. has approximately 406 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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