Laura D. Markoff

MERITIS WEALTH MANAGEMENT

POTOMAC, MD 20854

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CRD#: 4884992

Professional summary

Laura Dean Perkins Markoff, who also goes by Laura Dean Perkins, Laura Dean Riemer, Laura Perkins Riemer, is a registered financial advisor currently at MERITIS WEALTH MANAGEMENT, INC. located in Potomac, Maryland.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Laura has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Dean Perkins | Laura Dean Riemer | Laura Perkins Riemer

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.

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Dean Perkins Markoff's CRS (Customer Relationship Summary).

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

June 27, 2025 - Present

MERITIS WEALTH MANAGEMENT, INC.

Office #1: 12435 Park Potomac Ave Suite 440, Potomac, MD 20854

RIA

CRD#: 336539

POTOMAC, MD

Past

January 8, 2019 - July 10, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

POTOMAC, MD

Past

January 8, 2019 - July 10, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

POTOMAC, MD

Past

June 1, 2009 - January 10, 2019

MORGAN STANLEY

RIA

CRD#: 149777

WASHINGTON, DC

Past

June 1, 2009 - January 10, 2019

MORGAN STANLEY

CRD#: 149777

WASHINGTON, DC

Past

December 14, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WASHINGTON, DC

Past

November 21, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WASHINGTON, DC

Past

August 30, 2005 - September 11, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

WASHINGTON, DC

Past

January 1, 2005 - September 11, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

WASHINGTON, DC

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
(6/27/2025)

IAR

Texas
(6/27/2025)

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 66

Date: 8/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2004

General Securities Representative Examination

Current Firm

MERITIS WEALTH MANAGEMENT, INC.

MERITIS WEALTH | MERITIS WEALTH MANAGEMENT, INC.

CRD#: 336539 / SEC#: 801-132983

RIA

Registered Investment Advisory firm - (6/24/2025 120-Day Approval)

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Contact information

Main Address

12435 Park Potomac Ave Suite 440, Potomac, MD 20854

Mailing Address

Phone number

(240) 396-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERITIS WEALTH MANAGEMENT, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (10/16/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 199,000,000

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Laura D. Markoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Dean Perkins Markoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2004

Current Firm

MERITIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERITIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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