Gregory N/a Merlino
CFP®Professional Summary
Gregory N/a Merlino, CFP®, who also goes by Greg Merlino, Gregory Merlino, was a registered financial advisor. Gregory was a previously registered financial professional and started their career in finance 1983 - 2022. Gregory had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
- Retirement Income Management
Other Aliases
Greg Merlino, Gregory Merlino
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
AMERIWAY FINANCIAL SERVICES, INC.
Contact Information
Main Address
525 Route 73 North Suite 213, Marlton, NJ 08053Phone Number
(856) 782-1600# of Employees
2Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Gregory
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
- Retirement Income Management
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