Zachary R. Merring

RTD FINANCIAL ADVISORS

Philadelphia, PA 19103

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CRD#: 7184038

Professional summary

Zachary Robert Merring, who also goes by Zachary Merring, is a registered financial advisor currently at RTD FINANCIAL ADVISORS INC located in Philadelphia, Pennsylvania.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Merring

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 Zachary Robert Merring'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

October 1, 2025 - Present

RTD FINANCIAL ADVISORS INC

Office #1: 30 S. 17th Street Ste 1620, Philadelphia, PA 19103

RIA

CRD#: 110744

Philadelphia, PA

Past

February 18, 2022 - February 13, 2023

OSAIC FA, INC.

RIA

CRD#: 3978

MORRISTOWN, NJ

Past

January 1, 2022 - February 13, 2023

OSAIC FA, INC.

CRD#: 3978

MORRISTOWN, NJ

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".

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 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

Pennsylvania
(10/1/2025)

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: 2/16/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/18/2021

Securities Industry Essentials Examination

Current Firm

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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Contact information

Main Address

30 S. 17th Street Ste 1620, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 557-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RTD FINANCIAL ADVISORS INC FORM ADV PART 2 (10/9/2025)

Regulatory assets under management

Total Number of Accounts	2,979
AUM (Assets Under Management)	$ 2,381,633,715

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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Zachary R. Merring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Robert Merring's CRS (Customer Relationship Summary).

Certified licenses

Experience

RTD FINANCIAL ADVISORS INC

OSAIC FA, INC.

OSAIC FA, INC.

Primary Firm SEC Registration

RTD FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2022

Series 7TO

Date: 12/30/2021

SIE

Date: 10/18/2021

Current Firm

RTD FINANCIAL ADVISORS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RTD FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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