Merrill Louise Dennis
Investment adviser representative at Comprehensive Wealth Solutions, LLC
20 yearsExperience
2 statesRegistered in
$374.3MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Comprehensive Wealth Solutions, LLCJul 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Comprehensive Wealth Solutions, LLC
$374.3MAssets managed
61Clients
4Advisers
22 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
- 5192814
- Firm CRD
- 131324