ScottMcGraw- Financial Advisor West Chester, PA

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About Scott McGraw

MERIT helps client achieve financial success. Our comprehensive service includes financial planning, investment management & financial advisory services. MERIT is an independent Registered Investment Advisor (RIA) & a Fiduciary, working solely in our clients' best interests. We offer clients a high level of service, low fees and great value.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

CRD#

4589494

Firm CRD#

149663

Name of Broker/Dealer

NA. MERIT is a Fiduciary Registered Investment Adviser (RIA)

Name of Custodial Firm

Interactive Brokers (Custody only)

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Scott's prior work experience includes over 30+ years of professional experience in investment management, investment banking & consulting in financial services. Prior to forming MERIT Investment Management in 2009, Mr. McGraw was an Analyst/Portfolio Manager for a prior institutional investment management firm. Mr. McGraw served as an Analyst on multiple institutional investment strategies and directed a portfolio of equities in excess of ~$700 million. After receiving his MBA, Mr. McGraw worked in investment banking for Banc of America Securities in the Energy & Power sectors and Merrill Lynch in the Technology & Telecom sectors. Prior to graduate school, Scott was a manager in the Financial Services practice at Accenture where his responsibilities included technology development & implementation, process design & engineering and project management.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Legal Advice and Services, Tax Advice and Services, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$6,500,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

12000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

No Minimum

Compensation Methods

Based on Assets

Fee % Based on Assets

0.75%-1.0%

Additional Details on Charges

MERIT is a Fiduciary and a fee-only financial advisor. Our fees are based solely on a percentage of the client's assets under advisory. We do not earn commissions or any ancillary adviser fees of any kind. MERIT provides comprehensive financial planning services for each client at no additional charge.

Minimum Fee Charged for Managed Accounts

No minimum

Minimum Fee Charged for Hourly Planning Accounts

No minimum

Education

Bachelor of Science - Finance

Boston College
08/15/1990 -05/15/1994

Master of Business Administration - Finance

The Wharton School - The University of Pennsylvania
08/15/2000 -08/15/2002

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891652/paladinregistry-MERIT-Investment-Management-detailed-disclosure.html

Disclaimer

This information shall not constitute an offer to sell or the solicitation of an offer to buy any interests in any strategy managed by Merit Investment Management or any of its affiliates. Such an offer to sell or solicitation of an offer to buy interests may only be made pursuant to definitive investment documentation between an investment advisor and an investor. This information is for informational and educational purposes only and shall not be construed to constitute investment advice. This information should be considered only in conjunction with all available investment strategy information which should be considered as a whole in making any investment decision. Merit makes no representation or warranties as to the accuracy, completeness or timeliness of the information, text, graphics or other items contained in public disclosures. Merit expressly disclaims all liability for errors or omissions in, or the misuse or misinterpretation of, any information contained in any marketing materials. Past performance is no guarantee of future results. Future returns are not guaranteed.

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Scott McGraw

MERIT Investment Management