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Gregory Kotecki

Merit Financial Advisors
10 Years of Experience
Orchard Park, NY
BrokerSells Insurance
View SEC Summary
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Gregory Kotecki is a registered investment advisor at Merit Financial Advisors, based in Orchard Park, NY, with 10 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
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Location

6195 West Quaker Street, Orchard Park, NY, 14127

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History

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.

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Other Business ActivitiesSells Insurance

Gregory sells fixed insurance, dedicating minimal time to this activity. He also co-owns a rental property in Orchard Park, NY, which requires minimal time.

Employment History
Current Registrations
Merit Financial Advisors
September 2026 - Present · 1 mo
Moldenhauer & Associates
September 2025 - Present · 1 yr 1 mo
Commonwealth Financial Network
June 2021 - Present · 5 yrs 4 mos
Commonwealth Financial NetworkBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Ameritas Investment CORP.Broker
January 2016 - August 2016 · 7 mos
State Registrations2 states
NYOR
AdvisorBrokerBoth

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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