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Gregory Wade Merritt

Cahaba Wealth Management, Inc.

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About Gregory Wade Merritt

Gregory Merritt is an Investment Advisor Representative with Cahaba Wealth Management, Inc. Gregory has been in the industry since 2013 and has a Series 7, Series 66, and SIE. He is currently registered in Alabama. Previously, Gregory worked at Private Client Services, LLC, MML Investors Services, LLC, and ProEquities, Inc. Gregory Merritt works with individual and high net worth individuals. He is also a specialist in working with insurance companies, charitable organizations, and pension plans. Gregory is passionate about helping his clients reach their financial goals. He is committed to providing his clients with personalized service and a comprehensive understanding of their financial needs.

Firm Information

Gregory Merritt is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Merritt’s Registration & Firm History

GA

06/22/2023 - Present

Cahaba Wealth Management, Inc. (ATLANTA GA)

AL

11/16/2020 - 11/22/2022

PRIVATE CLIENT SERVICES, LLC (Birmingham AL)

AL

04/18/2018 - 11/17/2020

MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)

AL

01/29/2018 - 04/23/2018

PROEQUITIES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 05/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Wade Merritt.
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