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RIA / WealthAdvisorChartered Financial Consultant18 years in industry

SEAN STEPHEN PENDRAY

Advisor at MERITED WEALTH, LLC

NORTH BAY VILLAGE, FL | Pine Crest, FL

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Search this name across graphsid dfx:ria:2baba982-637d-04e7-cc00-535bdb387bdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERITED WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Aug 21, 2008
First registration: Sep 4, 2008
Dual registered: no
IAPD individual key: 2465849

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERITED WEALTH, LLC	Independent wealth	Jun 14, 2024	n/a	yes	NORTH BAY VILLAGE, FL\|Pine Crest, FL	Current employment
MUTUAL TRUST ASSET MGMT., INC.	Independent wealth	Jun 1, 2018	Jun 13, 2024	no	Coral Gables, FL\|TAMPA, FL	Previous registration
FREEDOM INVESTORS CORP.	Former SEC adviser	Nov 27, 2013	Jun 27, 2017	no	BROOKFIELD, WI\|BROOKFIELD, WI\|Coral Gables, FL	Previous registration
EVOLVE INVESTMENT ADVISORS	n/a	Jun 15, 2010	Oct 22, 2010	no	CORAL GABLES, FL\|AUSTIN, TX	Previous registration
EVOLVE SECURITIES, INC.	n/a	Sep 4, 2008	Oct 22, 2010	no	CORAL GABLES, FL\|CORAL GABLES, FL\|CORDOVA, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MUTUAL TRUST ASSET MGMT., INC.	MERITED WEALTH, LLC	Jun 13, 2024	Jun 14, 2024	1	Firm change	RIA to RIA
FREEDOM INVESTORS CORP.	MUTUAL TRUST ASSET MGMT., INC.	Jun 27, 2017	Jun 1, 2018	339	Firm change	Other
EVOLVE SECURITIES, INC.	EVOLVE INVESTMENT ADVISORS	Oct 22, 2010	Jun 15, 2010	-129	Firm change after gap	Other
EVOLVE INVESTMENT ADVISORS	FREEDOM INVESTORS CORP.	Oct 22, 2010	Nov 27, 2013	1,132	Firm change after gap	Other

Relationships

Registered with (5)

→ MERITED WEALTH, LLCRegistered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ MUTUAL TRUST ASSET MGMT., INC.Registered adviserregistration: previous registration
Jun 1, 2018 to Jun 13, 2024factForm ADV
→ FREEDOM INVESTORS CORP.Registered adviserregistration: previous registration
Nov 27, 2013 to Jun 27, 2017factForm ADV
→ EVOLVE SECURITIES, INC.Registered adviserregistration: previous registration
Sep 4, 2008 to Oct 22, 2010factForm ADV
→ EVOLVE INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2010 to Oct 22, 2010factForm ADV

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
Sean Stephen Pendray left Mutual Trust Asset Mgmt., Inc. for Merited Wealth, Llc (registered 2024-06-14)
Form ADVobserved 3 days ago