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Kenneth George Mertz

EMERALD ADVISERS, LLC·LEOLA, Pennsylvania
Clean record33 years registeredEMERALD ADVISERS, LLC
3175 OREGON PIKE, LEOLA, PA 17540CRD# 4358855Firm CRD# 107496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth George Mertz · LEOLA, PA
Registration
CRD #4358855 · EMERALD ADVISERS, LLC · 33 years registered
Brand Profile
Not yet started
01

Career History

EMERALD ADVISERS, LLC
Oct 1992 – present
02

Registrations & Exams

Registration record
First registered · October 19, 1992
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMERALD ADVISERS, LLC
CRD 107496 · SEC 801-40263
AUM
$2.4B
Regulatory assets under management
Employees
35
50 client accounts
Services offered by EMERALD ADVISERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EMERALD ADVISERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kenneth George Mertz offer?
Kenneth George Mertz specializes in Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Kenneth George Mertz's credentials?
Kenneth George Mertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth George Mertz located?
Kenneth George Mertz is based in LEOLA, Pennsylvania, working with EMERALD ADVISERS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Kenneth George Mertz charge for services?
Kenneth George Mertz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERALD ADVISERS, LLC?
EMERALD ADVISERS, LLC has approximately 35 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EMERALD ADVISERS, LLC

Stacey Lynn Sears
LEOLA, PA
Joseph Edward Besecker
LEOLA, PA
Daniel Webster Moyer
LEOLA, PA

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Research
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