Claim Profile
GM

Gregory Lunar Merrick

SIGNATURE INVESTMENTS, INC.·DAYTON, Ohio
Unclaimed Profile
6500 POE AVENUE, DAYTON, OH 45414-2556CRD# 2933448Firm CRD# 113443
01

About

Gregory Lunar Merrick is a registered financial advisor based in DAYTON, Ohio, affiliated with SIGNATURE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIGNATURE INVESTMENTS, INC.
SIGNATURE INVESTMENTS, INC.
AUM
$108M
Regulatory assets under management
Employees
13
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2933448
Firm CRD# 113443
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAYTON?

Browse all registered financial advisors in DAYTON, Ohio or claim this profile if it's yours.

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 Gregory Lunar Merrick offer?
Gregory Lunar Merrick specializes in Investment Management. Contact their office in DAYTON, Ohio for a consultation.
What are Gregory Lunar Merrick's credentials?
Gregory Lunar Merrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Lunar Merrick located?
Gregory Lunar Merrick is based in DAYTON, Ohio, working with SIGNATURE INVESTMENTS, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Gregory Lunar Merrick charge for services?
Gregory Lunar Merrick'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 SIGNATURE INVESTMENTS, INC.?
SIGNATURE INVESTMENTS, INC. has approximately 13 employees and manages $108M 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 →
Browse by specialty