AdvisorOS Directory
Claim Profile
CM

Charles Edward Merritt

PCA ADVISORS, LLLP·CHAPEL HILL, North Carolina
Unclaimed Profile
5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 2186327Firm CRD# 146571
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PCA ADVISORS, LLLP

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

More Advisors in CHAPEL HILL, North Carolina

Lister Delgado
IDEA FUND PARTNERS, LLC·CHAPEL HILL, NC
Maxime Bonjean
ETON ADVISORS GROUP, LLC·CHAPEL HILL, NC
Andrew William Blass
ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, NC
H. Irving Grousbeck
GOLDEN BELL PARTNERS, LLC·CHAPEL HILL, NC
Joel David Hornstein
7702 INVESTMENT MANAGEMENT LLC·CHAPEL HILL, NC
John Cambier
IDEA FUND PARTNERS, LLC·CHAPEL HILL, NC

Browse by Specialty

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
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile