Gregory Wade Merritt
Investment adviser representative at Cahaba Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
16 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cahaba Wealth Management, Inc.Jun 2023 to now
- Rfg Advisory, LLCNov 2020 to Jun 2023
- MML Investors Services, LLCApr 2018 to Nov 2020
- Proequities, Inc.Jan 2018 to Mar 2018
- First ProtectiveMay 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cahaba Wealth Management, Inc.
$2.1BAssets managed
892Clients
17Advisers
16 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
- 6895487
- Firm CRD
- 151675