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Charles Edward Merritt

PCA ADVISORS, LLLP·CHAPEL HILL, North Carolina
Clean recordPCA ADVISORS, LLLP
5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 2186327Firm CRD# 146571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Edward Merritt · CHAPEL HILL, NC
Registration
CRD #2186327 · PCA ADVISORS, LLLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Edward Merritt is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with PCA ADVISORS, LLLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PCA ADVISORS, LLLP
PCA ADVISORS, LLLP
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PCA ADVISORS, LLLP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2186327
Firm CRD# 146571
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Edward Merritt offer?
Charles Edward Merritt specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Charles Edward Merritt's credentials?
Charles Edward Merritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Merritt located?
Charles Edward Merritt is based in CHAPEL HILL, North Carolina, working with PCA ADVISORS, LLLP. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Charles Edward Merritt charge for services?
Charles Edward Merritt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PCA ADVISORS, LLLP?
PCA ADVISORS, LLLP has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PCA ADVISORS, LLLP

Katherine Sidebottom Simpson
CHAPEL HILL, NC
James Alexander Mason
CHAPEL HILL, NC
Timothy Stevens Weld
CHAPEL HILL, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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