Scott McGraw
MERIT Investment Management
2 West Market Street
Suite 100
West Chester, PA 19375
4844738413
About MERIT Investment Management
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
1
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
PA
Years of Experience in Financial Services
30
Number of Years with Current Firm
15
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
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
19
Firm's Number of Planning Clients
19
Firm's Number of Managed Clients
19
Assets Managed by Firm
$6,500,000
Advisor's Number of Clients
22
Advisor's Number of Managed Clients
22
Advisor's Number of Planning Clients
22
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of the advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891652/rothira-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.