Scott Allen Lumbatis
Investment adviser representative at Merit Financial Advisors
19 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
19 years in the industry.
- Merit Financial AdvisorsFeb 2025 to now
- Purshe Kaplan Sterling InvestmentFeb 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2025
- Osaic Advisory ServicesApr 2017 to Jan 2025
- Triad Advisors, Inc.Apr 2017 to Aug 2024
- Scottrade, Inc.Jul 2007 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5374509
- Firm CRD
- 142457