David James Grundy
Investment adviser representative at Merit Financial Advisors
10 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
10 years in the industry.
- Merit Financial AdvisorsJun 2025 to now
- Merit Financial Group dba Merit Financial AdvisorsJun 2025 to now
- Purshe Kaplan Sterling InvestmentsJun 2025 to now
- Thrivent FinancialDec 2023 to Jun 2025
- Thrivent Investment Management IncSep 2023 to Jun 2025
- Self-employedJul 2021 to Dec 2023
- Denver Health 7 Hospital AuthorityJun 2016 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7800966
- Firm CRD
- 142457