Nicholas Rodriguez
Investment adviser representative at Merit Financial Advisors
12 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
12 years in the industry.
- Merit Financial AdvisorsAug 2025 to now
- Purshe Kaplan Sterling InvestmentsAug 2025 to now
- Commonwealth Financial NetworkApr 2024 to Aug 2025
- Global Wealth AdvisorsApr 2024 to Aug 2025
- Freedom Family Office, LLCNov 2023 to Apr 2024
- UnemployedJun 2023 to Nov 2023
- Empower Wealth AdvisorOct 2019 to Jun 2023
- Texas A&m UniversityJul 2014 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7200760
- Firm CRD
- 142457