Ralph Merten is a CFA, CFP-designated registered investment advisor, based in Atlanta, GA, with 15 years of industry experience.
Location
740 Battery Ave Se, Suite 8500, Atlanta, GA, 30339
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.Broker
December 2025 - Present · 9 mos
Truist Investment Services, INC.
December 2025 - Present · 9 mos
Truist Advisory Services, INC.
November 2025 - Present · 10 mos
Previous Registrations
Truist Investment Services, INC.Broker
September 2017 - December 2021 · 4 yrs 3 mos
Truist Advisory Services, INC.
December 2016 - December 2023 · 7 yrs
Morgan Stanley
February 2015 - September 2015 · 7 mos
Morgan StanleyBroker
February 2015 - September 2015 · 7 mos
Suntrust Investment Services, INC.
March 2008 - February 2015 · 6 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2008 - February 2015 · 7 yrs 1 mo
State Registrations1 state
GA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.