MM

Michael Merk

WESBANCO SECURITIES
Sissonville, WV 25320
Some features on this profile are disabled
CRD#: 6534684
MM

Professional summary


Michael Merk, who also goes by Michael John Merk, Michael Merk, is a registered financial professional currently at WESBANCO SECURITIES, INC. located in Sissonville, West Virginia.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael John Merk | Michael Merk

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.

CRS (Client Relationship Summary) - BD


Click below to view Michael Merk'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

April 7, 2026 - Present

WESBANCO SECURITIES, INC.

Office #1: 6409 Sissonville Dr, Sissonville, WV 25320
RIA
BD
CRD#: 43276
Sissonville, WV
Past

October 11, 2021 - March 26, 2026

ALLY INVEST ADVISORS

RIA
CRD#: 170301
Elizabeth, IN
Past

May 19, 2021 - March 26, 2026

ALLY INVEST SECURITIES LLC

BD
CRD#: 136131
Charlotte, NC
Past

January 27, 2020 - March 12, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
COVINGTON, KY
Past

January 15, 2019 - March 10, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

January 11, 2018 - August 17, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
Southlake, TX
Past

January 11, 2018 - August 17, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Fort Worth, TX
Past

January 9, 2018 - August 17, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
Southlake, TX
Past

April 12, 2017 - January 9, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
ST LOUIS, MO
Past

December 11, 2015 - February 14, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Reston, VA
Past

November 25, 2015 - February 14, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Reston, VA

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".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.

CRD#: 43276 / SEC#: 801-119845, 8-50220

RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)
Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(4/8/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.

CRD#: 43276 / SEC#: 801-119845, 8-50220

RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)
Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100

SEC notice filing (25 States and Territories)


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

FINRA licenses (28 States and Territories)


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

Documents


Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
WESBANCO INC.OWNER
CONNER, JAMES LEROYFINOP5339285
GARDILL, JAMES CCOUNSEL
JACKSON, JEFFDIRECTOR7692472
LOVE, SCOTT ALANDIRECTOR2854247
LUZAR, JAY MICHAELDIRECTOR
PERKINS, MICHAEL LDIRECTOR7531438
STAVSKY, LISA FINKELSTEINDIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO1749197
WILSON, ROSE LYNNCCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR4072715
ZATTA, JAYDIRECTOR7693273

Regulatory assets under management


Total Number of Accounts850
AUM (Assets Under Management)$ 166,458,070

Disclosures


Regulatory Event1

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


WESBANCO SECURITIES, INC.

CRD#: 43276Sissonville, WV 25320

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