Mark
Fried
Merit Financial Advisors
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About this Advisor
Mark Fried is a financial advisor working in Newtown, Pennsylvania. Fried is an employee of Merit Financial Advisors. During their career, the advisor has held roles at Tfg Wealth Management, LLC, Blue Dog Insurance Agency, LLC, Sole Proprietor and Merit Financial Group, LLC. Fried maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Merit Financial Advisors is an advisory company that has its headquarters in Alpharetta, GA. The firm has offices in 40 locations and a total of 217 employees. It handles $6 billion in total assets among its 19,368 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 19,368 customer accounts, 22% are held by high-net-worth investors who have at least $1 million in assets. Merit Financial Advisors offers a diverse range of services, including 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. Fees for financial advisory services vary depending on the type of financial services. However, fee types billed by Merit Financial Advisors most likely include 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
Mark Fried Work History
Mark has been registered as a financial advisor for 0 years.*
Merit Financial Group, LLC
Sole Proprietor
Tfg Wealth Management, LLC
Blue Dog Insurance Agency, LLC
*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 Mark Fried 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
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Edmond, OK
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
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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