Career
Brian Andrew has been Chief Investment Officer of Merit Financial Group since January 2024. Brian Andrew is a control person of the firm and directly owns under 5% of it. Brian Andrew holds a BS in Finance from the University of Minnesota and a Completed CFA/Harvard Investment Management Program.
Merit Financial Group, LLC is an Alpharetta, GA firm with $23.9B under management, 20,711 clients and 229 advisers across 66 offices, as of its September 2026 filing.
Brian Andrew is Merit Financial Advisors’ Chief Investment Officer. He manages the firm’s investment strategy and team.
- Merit Financial AdvisorsCurrent– present · 2 yearsSheboygan Falls, WI · Adviser representative · Firm CRD 142457
- Johnson Wealth Inc.– · 7 yearsMilwaukee, WI · Adviser representative · Firm CRD 125557
- Cleary Gull Advisors Inc.– · 4 yearsMilwaukee, WI · Adviser representative · Firm CRD 125557
- Cleary Gull Inc.– · 4 yearsMilwaukee, WI · Adviser representative · Firm CRD 45309
- 1492 Capital Management, LLC– · 2 yearsMilwaukee, WI · Adviser representative · Firm CRD 148566
- Ziegler Capital Management, LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 135622
Credentials and registrations
Professional designations
Listed by Merit Financial Group
- CFA charterholder
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Wisconsin | Approved | 19 January 2024 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 1992 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Brian Andrew
- CRD
- 2240211
- Office
- 1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085
- Firm bio
- meritfinancialadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Andrew work?
Brian Andrew has been Chief Investment Officer of Merit Financial Group, LLC since January 2024, and is a control person of the firm.
Is Brian Andrew a financial advisor?
Yes. Brian Andrew has a current investment-adviser registration in Wisconsin, through Merit Financial Group since January 2024.
How many years of experience does Brian Andrew have?
Brian Andrew has 20 years in the financial industry, since June 2006, across 5 adviser firms.
What exams has Brian Andrew passed?
Brian Andrew passed the Series 65 in May 1992.
Where did Brian Andrew work before Merit Financial Group?
Before Merit Financial Group, Brian Andrew was registered through Cleary Gull Advisors Inc., April 2011 to September 2015; Cleary Gull Inc., March 2011 to September 2015; 1492 Capital Management, LLC, November 2008 to May 2011; Ziegler Capital Management, LLC, May 2005 to November 2008.
Where is Brian Andrew based?
Brian Andrew’s registered office is in Sheboygan Falls, WI.
Is Brian Andrew a CFA charterholder?
Merit Financial Group lists Brian Andrew with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.