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Anthony Ernest Lajeunesse

Investment adviser representative at Merit Financial Advisors
25 yearsExperience
1 stateRegistered 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

25 years in the industry.

  1. Merit Financial AdvisorsJan 2026 to now
  2. Pks InvestmentsJan 2026 to now
  3. Commonwealth Financial NetworkMay 2018 to Jan 2026
  4. LPL Financial LLCJul 2012 to May 2018
  5. Advantage Investment Management, LLCAug 2010 to May 2018
  6. Tl Financial GroupOct 2001 to Jan 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
4460486
Firm CRD
142457
Advisor's SEC record (opens in a new tab)
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