Allen Klein
Investment adviser representative at Merit Financial Advisors
14 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
14 years in the industry.
- Merit Financial AdvisorsFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Stone Creek Capital ManagementJul 2024 to Mar 2026
- LPL Financial LLCJun 2023 to Jul 2024
- Merit Financial Group LLCJun 2023 to Jul 2024
- UnemployedMar 2023 to Jun 2023
- Newbridge Securities CorporationJan 2020 to Mar 2023
- Tradestation Securities, Inc.May 2018 to Jan 2020
- Evl NutritionSep 2017 to Apr 2018
- Ici DataJun 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6953284
- Firm CRD
- 142457