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Michael Merley

OAK GROVE CAPITAL, LLC·ALLISON PARK, Pennsylvania
Clean recordOAK GROVE CAPITAL, LLC
2689 OAK HILL DRIVE, ALLISON PARK, PA 15101CRD# 6865034Firm CRD# 165465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Merley · ALLISON PARK, PA
Registration
CRD #6865034 · OAK GROVE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Merley is a registered financial advisor based in ALLISON PARK, Pennsylvania, affiliated with OAK GROVE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAK GROVE CAPITAL, LLC
OAK GROVE CAPITAL, LLC
AUM
$341M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at OAK GROVE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6865034
Firm CRD# 165465
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Merley offer?
Michael Merley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALLISON PARK, Pennsylvania for a consultation.
What are Michael Merley's credentials?
Michael Merley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Merley located?
Michael Merley is based in ALLISON PARK, Pennsylvania, working with OAK GROVE CAPITAL, LLC. Their office serves clients in the ALLISON PARK metropolitan area and surrounding communities.
How does Michael Merley charge for services?
Michael Merley'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 OAK GROVE CAPITAL, LLC?
OAK GROVE CAPITAL, LLC has approximately 1 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK GROVE CAPITAL, LLC

Mark George Visnic
ALLISON PARK, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
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