Giancarlo Lamourtte
Investment adviser representative at Merited Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$186.1MFirm 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 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.
- Merited Wealth, LLCMay 2021 to now
- Merited Wealth, LLC (fka Stephen A. Taylor Wealth Management)Jun 2019 to now
- Cambridge Investment Research Advisors, IncJul 2019 to Dec 2019
- Raymond JamesJun 2018 to Aug 2018
- StudentJul 2009 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Merited Wealth, LLC
$186.1MAssets managed
186Clients
4Advisers
2 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
- 6966375
- Firm CRD
- 299549