Kisha
Merritt
Grid 202 Partners
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About this Advisor
Kisha Merritt is a certified financial planner who works out of Washington, District Of Columbia with a total of 1 year of industry experience. Merritt works at Grid 202 Partners. Their career trajectory has included roles at Ernst & Young Investment Advisers Llp, The Wentworth Group, Rubino & Company, Bdo Usa Llp and Grid 202 Partners. Merritt can work in Maryland and Virginia. Grid 202 Partners is a business operating out of New York, NY. It handles $65 million in assets under management between its 119 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 119 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and educational seminars. Fees for financial management usually depend on which service is offered. Fees charged by Grid 202 Partners likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grid 202 Partners Brokerage Details
$64,610,288
6
119
$542,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
Kisha Merritt Work History
Kisha has been registered as a financial advisor for 1 years.*
Grid 202 Partners
Ernst & Young Investment Advisers Llp
The Wentworth Group
Rubino & Company
Bdo Usa Llp
*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 Kisha Merritt 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 Grid 202 Partners
Brentwood, NY
New York, NY
Washington, DC
New York, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
