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Steven Bernard Roth

Merit Financial Advisors

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About Steven Bernard Roth

Steven Roth is a registered investment advisor representative with Merit Financial Advisors. Steven has been working in the financial industry since 1982 and has a wealth of experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Steven is dedicated to helping clients achieve their financial goals and providing them with the knowledge and resources they need to make informed decisions. Steven has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Steven Roth is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Consulting fees

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Steven Roth’s Registration & Firm History

GA

12/13/2024 - Present

Merit Financial Advisors (ALPHARETTA GA)

OR

10/29/1991 - 09/05/2003

COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)

NY

12/21/1982 - 01/01/1990

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Bernard Roth.
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