Gregory W. Merritt

CAHABA WEALTH MANAGEMENT

BIRMINGHAM, AL 35243

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CRD#: 6895487

Professional summary

Gregory Wade Merritt Jr, who also goes by Gregory Wade Merritt, Wade Merritt, is a registered financial advisor currently at CAHABA WEALTH MANAGEMENT, INC. located in Birmingham, Alabama.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Wade Merritt | Wade Merritt

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) WADE MERRITT/INSURANCE AGENT. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. INSURANCE AGENT/CRUMP. INSURANCE AGENT/ANNUITIES, LIFE. 80 HRS/MO; 80 DURING TRADING HRS. 2) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wade Merritt Jr'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 22, 2023 - Present

CAHABA WEALTH MANAGEMENT, INC.

Office #1: 3800 Colonnade Parkway Suite 630, Birmingham, AL 35243

RIA

CRD#: 151675

BIRMINGHAM, AL

Past

November 16, 2020 - June 16, 2023

RFG ADVISORY, LLC

RIA

CRD#: 158401

VESTAVIA HILLS, AL

Past

November 16, 2020 - November 22, 2022

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Birmingham, AL

Past

May 23, 2018 - November 17, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BIRMINGHAM, AL

Past

April 18, 2018 - November 17, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

BIRMINGHAM, AL

Past

January 29, 2018 - April 23, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

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".

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 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

Alabama
(6/22/2023)

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: 5/16/2018

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: 1/29/2018

General Securities Representative Examination

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 Approved)

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Contact information

Main Address

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309

Mailing Address

Phone number

(404) 549-7678

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHABA WEALTH MANAGEMENT COMPLETE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	850
AUM (Assets Under Management)	$ 1,641,225,754

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

Gregory W. Merritt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wade Merritt Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

RFG ADVISORY, LLC

PRIVATE CLIENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

CAHABA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/29/2018

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAHABA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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