Atley Thomas Gay

Merit Financial Advisors

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Merit Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

222 advisors

Number of Clients

14,417 clients

Average Client Portfolio

$734K average

Assets Under Management

$10.6B

Fee Structure

Location

4400 Calumet Avenue, Suite 201, Manitowoc, WI, 54220

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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.

Employment History

Current Registrations

Merit Financial Advisors

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Access Investment Advisors INC

March 2021 - April 2024 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.