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Michael Merley

OAK GROVE CAPITAL, LLC·ALLISON PARK, Pennsylvania

Series 65Clean record8 years registeredOAK 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 · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAK GROVE CAPITAL, LLC

OAK GROVE CAPITAL, LLC

Jul 2024 – Jun 2026

Cresskill, NJ

OAK GROVE CAPITAL, LLC

Jan 2018 – Sep 2018

New York, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 19, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK GROVE CAPITAL, LLC

CRD 165465 · SEC 801-112059

AUM

$341M

Regulatory assets under management

Employees

318 client accounts

Services offered by OAK GROVE CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Michael Merley offer?

Michael Merley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with OAK GROVE CAPITAL, LLC.

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

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

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Research

Advisor Fees in Pennsylvania National Fee Analysis

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