Paul Daniel Teufel
Investment adviser representative at Merit Financial Advisors
12 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
12 years in the industry.
- Merit Financial AdvisorsFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsFeb 2026 to now
- Glennco LLCOct 2021 to Jan 2026
- UnemployedJul 2021 to Oct 2021
- Ameriprise Financial Services, LLCAug 2020 to Jul 2021
- Morgan Stanley Private Bank, National AssociationSep 2015 to Jul 2020
- Morgan StanleyJul 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6478821
- Firm CRD
- 142457