Andrew S. Meringoff

MERINGOFF WEALTH MANAGEMENT GROUP

Rockville, MD

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CRD#: 2632391

Professional summary

Andrew Scott Meringoff is a registered financial advisor currently at MERINGOFF WEALTH MANAGEMENT GROUP, LLC located in Rockville, Maryland.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Andrew has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Scott Meringoff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2008 - Present

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 147397

Rockville, MD

Past

February 28, 2000 - July 10, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BETHESDA, MD

Past

October 18, 1999 - May 13, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TYSONS CORNER, VA

Past

January 12, 1999 - September 22, 1999

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

May 28, 1997 - November 18, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 12, 1996 - November 7, 1997

TIMECAPITAL SECURITIES CORPORATION

CRD#: 6845

PORT JEFFERSON STATION, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/14/2008)

IAR

Virginia
(7/3/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/19/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/8/1996

General Securities Representative Examination

Current Firm

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

CRD#: 147397 / SEC#:

Maryland

Registered Investment Advisory firm - (7/14/2008 Approved)

Virginia

Registered Investment Advisory firm - (7/2/2008 Approved)

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Contact information

Main Address

Rockville, MD

Mailing Address

Phone number

(703) 677-1818

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 81,352,497

Red Flags

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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Andrew S. Meringoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Scott Meringoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CRESTAR SECURITIES CORPORATION

MORGAN STANLEY DW INC.

TIMECAPITAL SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/1997

Series 63

Date: 6/6/1997

Series 31

Date: 6/19/1997

Series 7

Date: 3/8/1996

Current Firm

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERINGOFF WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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