Nicholas Rocco Rossetti
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.
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Merit Financial AdvisorsAug 2026 to now
- Commonwealth Financial NetworkOct 2025 to Aug 2026
- The Pinnacle Financial GroupOct 2025 to Aug 2026
- Great Lakes Advisors, LLCSep 2021 to Oct 2025
- Wintrust Investments, LLCSep 2021 to Oct 2025
- Northern Trust CorporationJun 2019 to Sep 2021
- Granite LogisticsJun 2018 to Aug 2018
- Two Men and a TruckJun 2017 to Aug 2017
- University of St. ThomasAug 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7450108
- Firm CRD
- 142457