Daryl
Lepage
Merit Financial Advisors
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About this Advisor
Daryl Lepage is a financial advisor based in Rocky Hill, Connecticut, working with Merit Financial Advisors. Daryl has previously held positions at Lpl Financial LLC (formerly Linsco/Private Ledger Corp.), Brook Wealth Management, LLC, and Merit Financial Group, LLC. Daryl has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Daryl is part of Merit Financial Advisors, which operates out of Rocky Hill, Connecticut. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
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
- Educational seminars/workshops
Daryl Lepage Work History
Merit Financial Group, LLC
Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)
Brook Wealth Management, LLC
Disclosures
Please visit the SEC profile of Daryl Lepage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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