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Michael Anthony Mertz

TRPC ADVISORY SERVICES, INC.·BRENTWOOD, Tennessee
Clean recordTRPC ADVISORY SERVICES, INC.
5200 MARYLAND WAY, BRENTWOOD, TN 37027CRD# 4151165Firm CRD# 133795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Mertz · BRENTWOOD, TN
Registration
CRD #4151165 · TRPC ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Anthony Mertz is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with TRPC ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TRPC ADVISORY SERVICES, INC.
TRPC ADVISORY SERVICES
AUM
$899M
Regulatory assets under management
Employees
13
Total firm employees
Services
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4151165
Firm CRD# 133795
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Anthony Mertz offer?
Michael Anthony Mertz is a registered financial advisor in BRENTWOOD, Tennessee. Contact their office for details on services offered.
What are Michael Anthony Mertz's credentials?
Michael Anthony Mertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Mertz located?
Michael Anthony Mertz is based in BRENTWOOD, Tennessee, working with TRPC ADVISORY SERVICES, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Michael Anthony Mertz charge for services?
Michael Anthony Mertz'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 TRPC ADVISORY SERVICES, INC.?
TRPC ADVISORY SERVICES, INC. has approximately 13 employees and manages $899M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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