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MD

Merrill L. Dennis

COMPREHENSIVE WEALTH SOLUTIONS
Boca Raton, FL 33432-9999
Some features on this profile are disabled
CRD#: 5192814
MD

Professional summary

Merrill Louise Dennis, who also goes by Merrill Louise Drapkin, is a registered financial advisor currently at COMPREHENSIVE WEALTH SOLUTIONS, LLC located in Boca Raton, Florida.

Merrill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Merrill has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Merrill Louise Drapkin

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 Merrill Louise Dennis'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

August 24, 2006 - Present

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Office #1: 433 Plaza Real Suite 275, Boca Raton, FL 33432-9999
RIA
CRD#: 131324
Boca Raton, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA
Registered Investment Advisory firm - (5/3/2004 Approved)

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
Florida
(3/23/2016)
IAR
New Jersey
(8/24/2006)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2006
Uniform Investment Adviser Law Examination

Current Firm

CW
COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA
Registered Investment Advisory firm - (5/3/2004 Approved)
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Contact information

Main Address
433 Plaza Real Suite 275, Boca Raton, FL 33432-9999
Mailing Address
Phone number
(877) 294-4979
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPREHENSIVE WEALTH SOLUTIONS, LLC ADV BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts292
AUM (Assets Under Management)$ 341,227,855

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.

Company Information

COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324Boca Raton, FL 33432-9999

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