Charles Richard Ambroselli, CFP | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Richard Ambroselli, CFP®, who also goes by Charles Ambroselli, Charlie Ambroselli, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 2007. Charles had worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Charles Ambroselli | Charlie Ambroselli

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Past

August 15, 2025 - October 9, 2025

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

Alpharetta, GA

Past

January 26, 2022 - August 6, 2025

PATTON ALBERTSON MILLER GROUP, LLC

RIA

CRD#: 281558

Atlanta, GA

Past

June 15, 2021 - January 3, 2022

1776 WEALTH LLC

RIA

CRD#: 286321

SANDY SPRINGS, GA

Past

January 12, 2017 - February 7, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD

CRD#: 35747

ATLANTA, GA

Past

November 21, 2016 - March 12, 2021

BENEDETTI, GUCER & ASSOCIATES

RIA

CRD#: 166911

ATLANTA, GA

Past

December 21, 2010 - March 2, 2016

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

ROSWELL, GA

Past

April 26, 2007 - January 28, 2010

EDWARD JONES

RIA

CRD#: 250

SMYRNA, GA

Past

March 29, 2007 - January 28, 2010

EDWARD JONES

BD

CRD#: 250

SMYRNA, GA

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".

MERIT FINANCIAL ADVISORS

CRD#: 142457 / SEC#: 801-67462

RIA

Registered Investment Advisory firm - (1/31/2007 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

RR

Series 63

Date: 3/2/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

RR

IAR

Series 66

Date: 4/12/2007

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 1/12/2017

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

RR

Series 7

Date: 3/28/2007

General Securities Representative Examination

Current Firm

MERIT FINANCIAL ADVISORS

CRD#: 142457 / SEC#: 801-67462

RIA

Registered Investment Advisory firm - (1/31/2007 Approved)

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Contact information

Main Address

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 867-7050

Established

Firm type

Fiscal year end

# of Employees

279

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIT FINANCIAL GROUP, LLC BROCHURE (9/12/2025)

MERIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts	31,882
AUM (Assets Under Management)	$ 10,576,048,244

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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Advisor Monitoring

Firm Stability Insights

Charles R. Ambroselli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PATTON ALBERTSON MILLER GROUP, LLC

1776 WEALTH LLC

PURSHE KAPLAN STERLING INVESTMENTS

BENEDETTI, GUCER & ASSOCIATES

RONALD BLUE & CO., LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MERIT FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/2017

Series 66

Date: 4/12/2007

SIE

Date: 10/1/2018

Series 6

Date: 1/12/2017

Series 7

Date: 3/28/2007

Current Firm

MERIT FINANCIAL ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIT FINANCIAL ADVISORS

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