Ray Cordoza Massey
Investment adviser representative at Merit Financial Advisors
10 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
10 years in the industry.
- Pks InvestmentsFeb 2026 to now
- Merit Financial AdvisorsJan 2026 to now
- Commonwealth Financial NetworkJan 2020 to Jan 2026
- Glennco, LLC.Jan 2020 to Jan 2026
- GopuffFeb 2019 to Jan 2020
- Amazon FlexNov 2018 to Feb 2019
- Self EmployedDec 2017 to Dec 2018
- The Vanguard Group, Inc.May 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
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
- 6654210
- Firm CRD
- 142457