Laura Markoff has been an investment adviser representative at Meritis Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Laura Markoff holds a Bachelor of Science in Management from Tulane University.
Meritis Wealth Management, Inc. is a Potomac, MD firm with $224M under management, 130 clients and 3 advisers in one office, as of its June 2026 filing.
Laura Markoff is Senior Vice President of Meritis Wealth Management, Inc., based in Potomac, Maryland. She began her career in the investment industry in 2004. She works in investment planning and portfolio construction, helping individuals plan for retirement, invest for long-term goals, and manage portfolios.
Laura Markoff’s longest registration was 9 years at Morgan Stanley (2009–2019). Before joining Meritis Wealth Management in 2025, Laura Markoff was registered through Wells Fargo Advisors and Morgan Stanley.
- – present · 1 yearPotomac, MD · Adviser representative · Firm CRD 336539
- Wells Fargo Advisors– · 6 yearsPotomac, MD · Adviser representative · Firm CRD 11025
- Morgan Stanley– · 9 yearsWashington, DC · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearWashington, DC · Adviser representative · Firm CRD 7059
- A. G. Edwards & Sons, Inc.– · 2 yearsWashington, DC · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Laura Markoff is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- MarylandSince 27 June 2025
- TexasSince 27 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 August 2005 |
| Series 7 | General Securities Representative Examination | 20 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Dean Perkins Markoff
- CRD
- 4884992
- Firm
- Meritis Wealth Management · CRD 336539
- Office
- 12435 PARK POTOMAC AVE, SUITE 440, Potomac, MD 20854
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meritiswealth.com
Where does Laura Markoff work?
Laura Markoff is an investment adviser representative registered through Meritis Wealth Management, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Laura Markoff a financial advisor?
Yes. Laura Markoff has a current investment-adviser registration in Maryland and Texas, through Meritis Wealth Management since June 2025.
How many years of experience does Laura Markoff have?
Laura Markoff has 21 years in the financial industry, since March 2005, across 5 adviser firms.
What exams has Laura Markoff passed?
Laura Markoff has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2004. FINRA credited Laura Markoff with the SIE, which began in October 2018.
Where did Laura Markoff work before Meritis Wealth Management?
Before Meritis Wealth Management, Laura Markoff was registered through Morgan Stanley, June 2009 to January 2019; Citigroup Global Markets Inc., December 2007 to June 2009; A. G. Edwards & Sons, Inc., August 2005 to September 2007.
Where is Laura Markoff based?
Laura Markoff’s registered office is in Potomac, MD.
Is Laura Markoff registered with FINRA?
No. Laura Markoff has no current broker registration.
How can I verify Laura Markoff’s record?
Search CRD 4884992 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Markoff’s full registration record.
