William Merriken has been an investment adviser representative at Almanack Investment Partners since May 2026, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
William Merriken’s longest registration was 9 years at Redwood Wealth Management Group, LLC (2016–2026). Before joining Almanack Investment Partners in 2026, William Merriken was registered through Redwood Wealth Management Group, LLC and Lane Hipple - Wealth Management Group.
- Almanack Investment PartnersCurrent– present · under a yearMedford, NJ · Adviser representative · Firm CRD 282428
- Redwood Wealth Management Group, LLC– · 9 yearsmoorestown, NJ · Adviser representative · Firm CRD 281741
- Lane Hipple - Wealth Management Group– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 165321
- VSR Advisory Services– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 14503
- LPL Financial LLC– · under a yearMT. Laurel, NJ · Adviser representative · Firm CRD 6413
- On Investment Management Co– · 3 yearsMoorestown, NJ · Adviser representative · Firm CRD 105662
Investment adviser representative registrations
William Merriken is registered as an investment adviser representative in New Jersey, since May 2026.
- New JerseySince 4 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 May 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Sapp Merriken
- CRD
- 729243
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 400 Stokes Road, Medford, NJ 08055
- Registration
- Investment adviser registration
- In the industry since
- January 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does William Merriken work?
William Merriken is an investment adviser representative registered through Almanack Investment Partners, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Merriken a financial advisor?
Yes. William Merriken has a current investment-adviser registration in New Jersey, through Almanack Investment Partners since May 2026.
How many years of experience does William Merriken have?
William Merriken has 35 years in the financial industry, since January 1991, across 6 adviser firms.
What exams has William Merriken passed?
William Merriken has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 1995. FINRA credited William Merriken with the SIE, which began in October 2018.
Where did William Merriken work before Almanack Investment Partners?
Before Almanack Investment Partners, William Merriken was registered through Lane Hipple - Wealth Management Group, November 2015 to September 2016; VSR Advisory Services, April 2013 to September 2013; LPL Financial LLC, July 2012 to April 2013; On Investment Management Co, February 2006 to May 2009.
Where is William Merriken based?
William Merriken’s registered office is in Medford, NJ.
Is William Merriken registered with FINRA?
No. William Merriken has no current broker registration.
How can I verify William Merriken’s record?
Search CRD 729243 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Merriken’s full registration record.
