Adam David Rauscher
Investment adviser representative at Merit Financial Advisors
21 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
Are you Adam David Rauscher? 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
21 years in the industry.
- Merit Financial AdvisorsJan 2026 to now
- Stone Creek Capital Management, LLCAug 2018 to now
- Biltmore Capital Advisors LLCAug 2018 to Dec 2021
- Thrivent Financial for LutheransApr 2005 to Aug 2018
- Thrivent Investment Management Inc.Feb 2005 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4923602
- Firm CRD
- 142457