Unclaimed Profile

Richard Michael Merritt

H. BECK, INC.·BETHESDA, Maryland

H. BECK, INC.

6600 ROCKLEDGE DRIVE, BETHESDA, MD 20817-1806CRD# 2128127Firm CRD# 1763

Profile Verification

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

Identity

Richard Michael Merritt · BETHESDA, MD

Registration

CRD #2128127 · H. BECK, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2128127

Firm CRD# 1763

View on FINRA BrokerCheck →

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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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