Kelly
Straub

Merit Financial Advisors

CRD#1122041
Investment Advisor
in Charlotte, NC
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About this Advisor

Kelly Straub is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Merit Financial Advisors, Straub has 17 years of work experience. Straub has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Straub is able to operate in North Carolina. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Inc, Straub & King Retirement Planning, LLC, Kelly Straub, Sharp Advisors, Lpl Financial LLC and Merit Financial Advisors, LLC. Merit Financial Advisors is based out of Charlotte, North Carolina, and has 12 additional offices in the country. In total, Merit Financial Advisors manages $1 billion in assets dispersed across 5,172 accounts and employs more than 88 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 5,130 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merit Financial Advisors can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2359 Perimeter Pointe Parkway, Suite 175
Charlotte, NC 28208

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$1,484,914,106

NC Average: $3,570,121,308
Total Number of Employees

91

NC Average: 58
Total Number of Accounts

5,954

NC Average: 1,608
Average Account Size

$249,398

NC Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelly Straub Work History

Kelly has 17 years of experience.

2010 - Present (9 years)

Sharp Advisors

2010 - Present (9 years)

Lpl Financial LLC

2010 - Present (9 years)

Merit Financial Advisors, LLC

2002 - Present (17 years)

Kelly Straub

2002 - 2010 (8 years)

Securities America, Inc

2002 - 2010 (8 years)

Securities America Advisors, Inc

2001 - 2015 (14 years)

Straub & King Retirement Planning, LLC

Disclosures

Kelly Straub has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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