Vincent Sean Mccarron
Investment adviser representative at Merit Financial Advisors
25 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
Are you Vincent Sean Mccarron? Claim your profile
Contact this firm
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 AdvisorsOct 2025 to now
- Merit Financial Group LLC dba Merit Financial AdvisorsOct 2025 to now
- Purshe Kaplan Sterling InvestmentsOct 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2025
- Triad Advisors,inc.Aug 2017 to Aug 2024
- Obsidian Personal Planning SolutionsApr 2005 to Sep 2025
- National Planning CorporationOct 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4472030
- Firm CRD
- 142457