Gabriela Cossio
Investment adviser representative at Merit Financial Advisors
11 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
Are you Gabriela Cossio? Claim your profile
Contact this firm
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 AdvisorsMar 2026 to now
- JPMorgan Chase Bank, NAJul 2023 to Mar 2026
- JPMorgan Securities LLCJul 2023 to Mar 2026
- Barrington High SchoolJun 2023 to Jul 2023
- JPMorgan Chase & Co.Jun 2022 to Aug 2022
- Igs EnergyMay 2021 to Aug 2021
- Miami UniversityAug 2019 to May 2023
- Barrington High SchoolJun 2019 to Jul 2019
- TouchprosJun 2018 to Aug 2018
- Barrington High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7775419
- Firm CRD
- 142457