Leslie Merritt
Leslie Merritt is a registered investment advisor at Osaic Wealth, INC., based in Raleigh, NC, with 20 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3356 Six Forks Road, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leslie is involved in several business activities, including Merritt Wealth Strategies, BRT Insurance Agency (where she provides life insurance and sells variable and fixed annuities), Dakatie Distributing Corp, Merritt Wealth Management LTD LLC, Neuse Goatscaping Inc, and The Buchan Agency (a long-term care and life insurance agency). She dedicates full-time hours to Merritt Wealth Management LTD LLC, and about a third of her time to The Buchan Agency.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Pruco Securities, LLC.Broker
State Registrations16 states
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