Cristi M. Tanner
MERITAS WEALTH MANAGEMENT | Associate Financial Advisor
Washington, DC
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CRD#: 7899042
Professional summary
Cristi Marie Tanner is a registered financial advisor currently at MERITAS WEALTH MANAGEMENT, LLC located in Washington, District Of Columbia.
Cristi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cristi has worked at 1 firm .
Biography
Cristi is the second official participant of our 3-Year Financial Planning Residency Program. She is a recent graduate from the University of Georgia Financial Planning program (Go Dawgs!) During her time at UGA, she was a member of her school’s chapter of the Student Financial Planning Association. She also acted as Treasurer and Small Group Leader for her campus ministry.
Prior to coming to work at Meritas, Cristi interned at Defender Capital, a hedge fund out of Charlotte, North Carolina. This internship gave her the opportunity to deepen her knowledge of and admiration for the financial industry.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cristi Marie Tanner'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
April 24, 2024 - Present
MERITAS WEALTH MANAGEMENT, LLC
RIA
CRD#: 148565
Washington, DC
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
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 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
California(4/24/2024)
Exams
Current Firm
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Drive Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 300-4560
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 533,826,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 11/23/2022 |
Red Flags
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Company Information
MERITAS WEALTH MANAGEMENT, LLC
Associate Financial AdvisorCRD#: 148565Washington, DCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
