GL
Giancarlo Lamourtte
MERITED WEALTH
North Bay Village, FL 33141
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CRD#: 6966375
GL
Professional summary
Giancarlo Lamourtte is a registered financial advisor currently at MERITED WEALTH, LLC located in North Bay Village, Florida.
Giancarlo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Giancarlo has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) The Financial Planning Association of Miami, Inc., Member on the Board of Directors, 7.2023, hours per month, approximately 2) Independent Insurance Agent, Miami FL, 3/2023, an Independent Insurance Agent for various insurance companies, Inv. related, less than 3 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Giancarlo Lamourtte's 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®
NoneExperience
Current
May 18, 2021 - Present
MERITED WEALTH, LLC
Office #1: 1666 79th Street Causeway Suite 501, North Bay Village, FL 33141RIA
CRD#: 299549
North Bay Village, FL
Past
October 31, 2019 - December 31, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Miami, 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".
MW
MERITED WEALTH, LLC
MERITED WEALTH | TAYLORMADE INVESTMENTS, LLC | STEPHEN A.TAYLOR WEALTH MANAGEMENT | STEPHEN A. TAYLOR WEALTH MANAGEMENT, LLC | MERITED WEALTH, LLC | MERITED WEALTH BENEFITS
CRD#: 299549 / SEC#: 801-129613
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)Florida
Registered Investment Advisory firm - (3/5/2024 Terminated)Texas
Registered Investment Advisory firm - (3/5/2024 Terminated)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(5/18/2021)
Current Firm
MW
MERITED WEALTH, LLC
MERITED WEALTH | TAYLORMADE INVESTMENTS, LLC | STEPHEN A.TAYLOR WEALTH MANAGEMENT | STEPHEN A. TAYLOR WEALTH MANAGEMENT, LLC | MERITED WEALTH, LLC | MERITED WEALTH BENEFITS
CRD#: 299549 / SEC#: 801-129613
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)Florida
Registered Investment Advisory firm - (3/5/2024 Terminated)Texas
Registered Investment Advisory firm - (3/5/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1666 79th Street Causeway Suite 501, North Bay Village, FL 33141
Mailing Address
Phone number
(305) 722-0091
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 783 |
| AUM (Assets Under Management) | $ 143,359,170 |
Red Flags
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Company Information
MERITED WEALTH, LLC
CRD#: 299549North Bay Village, FL 33141TRUST BUT VERIFY
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