Ross M. Merenda

OPTIMA TRADE & INVESTMENTS

Wheeling, WV 26003

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CRD#: 2636190

Professional summary

Ross Mark Merenda, who also goes by Ross Merenda, is a registered financial advisor currently at OPTIMA TRADE & INVESTMENTS, LLC located in Wheeling, West Virginia.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ross has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Merenda

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 Ross Mark Merenda'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

September 16, 2014 - Present

OPTIMA TRADE & INVESTMENTS, LLC

Office #1: 80-12th Street Suite 303, Wheeling, WV 26003

RIA

CRD#: 141381

Wheeling, WV

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

West Virginia
(9/16/2014)

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

Current Firm

OPTIMA TRADE & INVESTMENTS, LLC

CRD#: 141381 / SEC#:

West Virginia

Registered Investment Advisory firm - (9/11/2006 Approved)

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Contact information

Main Address

80-12th Street Suite 303, Wheeling, WV 26003

Mailing Address

Phone number

(304) 233-2808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Ross M. Merenda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Mark Merenda's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIMA TRADE & INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

OPTIMA TRADE & INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

OPTIMA TRADE & INVESTMENTS, LLC

TRUST BUT VERIFY

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