Robert Scott Harsha
Investment adviser representative at Merit Financial Advisors
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Merit Financial AdvisorsMar 2026 to now
- Strategic Retirement PlansJan 2026 to Mar 2026
- Commonwealth Financial NetworkFeb 2014 to Mar 2026
- Yellowstone Financial Group Inc.Oct 2010 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MT, WY).
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
- 4697363
- Firm CRD
- 142457