Brett David Robison
Investment adviser representative at Merit Financial Advisors
31 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 yearsFirm in business
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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
31 years in the industry.
- Merit Financial AdvisorsMar 2025 to now
- Fiduciary Services LLCDec 2021 to now
- Kalos CapitalOct 2015 to Oct 2019
- Sanctuary Wealth Management, LLCMay 2004 to Mar 2025
- Brett Robison, Independent Insurance AgentJan 1995 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 2450058
- Firm CRD
- 142457