Robert M Birgen
Investment adviser representative at Merit Financial Advisors
25 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$23.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Merit Financial AdvisorsJan 2024 to now
- LPL Financial LLCSep 2009 to Jan 2024
- Stanislawski & Harrison Wealth Mgmt, LLC.Nov 2007 to Jan 2024
- Abridge Partners, LLCOct 2007 to Jan 2024
- Birgen Asset ManagementApr 2001 to Jan 2024
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659476
- Firm CRD
- 142457