Benjamin
Michalski
Merit Financial Advisors
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About this Advisor
Benjamin Michalski is a financial advisor operating out of Denver, Colorado, with 1 year of industry experience. Michalski is an advisor for Merit Financial Advisors. Over the course of their career, Michalski has held roles at Edward Jones, The Wicked Hop, Transamerica Capital Inc, Lpl Financial, LLC, Tedstrom Wealth Advisors, Inc and Merit Financial Group, LLC. Michalski maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Merit Financial Advisors is an advisory business headquartered in Alpharetta, GA. It has offices in 40 locations and a total of 217 advisors. It oversees $6 billion in total assets across its 19,368 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 19,368 accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically are based on the type of financial services provided. Fees charged by Merit Financial Advisors can consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Benjamin Michalski Work History
Benjamin has been registered as a financial advisor for 1 years.*
Merit Financial Group, LLC
Lpl Financial, LLC
Tedstrom Wealth Advisors, Inc
The Wicked Hop
Transamerica Capital Inc
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Michalski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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