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Gerard Longo

Merit Financial Advisors
28 Years of Experience
Canonsburg, PA
2 Disclosures
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Gerard Longo is a registered investment advisor at Merit Financial Advisors, based in Canonsburg, PA, with 28 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Merit Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2400 Ansys Drive, Suite 102, Canonsburg, PA, 15317

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1993
Final Disposition
Criminal
August 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gerard owns Bartko Associates, LLC, a private entity established to facilitate advisory business, dedicating minimal time to it. This activity is investment related.

Employment History
Current Registrations
Merit Financial Advisors
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Global Wealth Advisors
January 2024 - January 2026 · 2 yrs
Commonwealth Financial Network
March 2021 - August 2025 · 4 yrs 5 mos
Oakmont Capital Management, LLC
April 2010 - March 2021 · 10 yrs 11 mos
Oppenheimer & CO. INC.
December 2008 - April 2010 · 1 yr 4 mos
Oppenheimer & CO. INC.Broker
December 2008 - April 2010 · 1 yr 4 mos
Sun Life Financial Distributors, INC.Broker
October 2005 - August 2007 · 1 yr 10 mos
Aig Sunamerica Capital Services, INC.Broker
September 2003 - September 2005 · 2 yrs
Salomon Smith Barney INC.Broker
November 1995 - March 2002 · 6 yrs 4 mos
State Registrations3 states
FLPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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