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CM

Christopher P. Merz

MCBRYAR ADVISORY SERVICES
Maineville, OH
Some features on this profile are disabled
CRD#: 7888465
CM

Professional summary

Christopher Paul Merz is a registered financial advisor currently at MCBRYAR ADVISORY SERVICES, INC. located in Maineville, Ohio.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 1 firm 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Merz'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®
None

Experience

Current

May 14, 2024 - Present

MCBRYAR ADVISORY SERVICES, INC.

RIA
CRD#: 149871
Maineville, OH

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
Ohio
(5/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2024
Uniform Investment Adviser Law Examination

Current Firm

MA
MCBRYAR ADVISORY SERVICES, INC.
MCBRYAR ADVISORY SERVICES, INC.

CRD#: 149871 / SEC#:

Alabama
Registered Investment Advisory firm - (9/10/2009 Approved)
Florida
Registered Investment Advisory firm - (4/4/2013 Approved)
Georgia
Registered Investment Advisory firm - (11/15/2012 Approved)
Ohio
Registered Investment Advisory firm - (3/14/2024 Approved)
Tennessee
Registered Investment Advisory firm - (5/21/2021 Approved)
Texas
Registered Investment Advisory firm - (11/22/2022 Approved)
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Contact information

Main Address
326 Courthouse Square, Bay Minette, AL 36507
Mailing Address
Phone number
(251) 285-0330
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

MCBRYAR ADVISORY SERVICES, INC.

CRD#: 149871Maineville, OH

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