Cristi Tanner has been an investment adviser representative at Meritas Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Meritas Wealth Management, LLC is a San Rafael, CA firm with $619M under management, 335 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- – present · 2 yearsWashington, DC · Adviser representative · Firm CRD 148565
Investment adviser representative registrations
Cristi Tanner is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is District of Columbia, in December 2025.
- CaliforniaSince 24 April 2024
- District of ColumbiaSince 24 December 2025
Examinations
No examinations are on Cristi Tanner’s record.
- Full name
- Cristi Marie Tanner
- CRD
- 7899042
- Firm
- Meritas Wealth Management · CRD 148565
- Office
- Washington, DC
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Cristi Tanner work?
Cristi Tanner is an investment adviser representative registered through Meritas Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cristi Tanner a financial advisor?
Yes. Cristi Tanner has a current investment-adviser registration in California and District of Columbia, through Meritas Wealth Management since April 2024.
How many years of experience does Cristi Tanner have?
Cristi Tanner has 2 years in the financial industry, since April 2024, across 1 adviser firm.
Where is Cristi Tanner based?
Cristi Tanner’s registered office is in Washington, DC.
Is Cristi Tanner registered with FINRA?
No. Cristi Tanner has no current broker registration.
How can I verify Cristi Tanner’s record?
Search CRD 7899042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cristi Tanner’s full registration record.