Zachary Cuyler Green
Investment adviser representative at Merit Financial Advisors
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Merit Financial AdvisorsMay 2025 to now
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Liberty UniversityJun 2013 to now
- Wealth Enhancement Advisory ServicesJun 2023 to May 2025
- Wealth Enhancement Brokerage ServicesJun 2023 to May 2025
- Wealth Enhancement GroupJun 2023 to May 2025
- Morgan StanleyJan 2023 to Jun 2023
- E*trade Capital Management LLCOct 2019 to Jun 2023
- E*trade Securities LLCOct 2014 to Jun 2023
- Washington State UniversityJan 2014 to Oct 2020
- Shorter UniversityAug 2011 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5714566
- Firm CRD
- 142457