Alexander J Paltzer
Investment adviser representative at Merit Financial Advisors
11 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
11 years in the industry.
- Merit Financial AdvisorsJul 2025 to now
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Mccoy Contstruction and Builders LLCMay 2022 to Sep 2022
- Uw-madisonSep 2021 to Jun 2025
- Door DashApr 2021 to May 2023
- Piggly Wiggly Midwest Distribution CenterJun 2020 to Jan 2022
- StudentJan 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7737951
- Firm CRD
- 142457