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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

Brian Andrew

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Sheboygan Falls, WI

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Search this name across graphsid dfx:ria:e69adda7-3079-b34b-0aef-de62c35aa165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 31, 2005 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: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: May 6, 1992
First registration: May 31, 2005
Dual registered: no
Other names: BRIAN ANDREW|BRIAN KEITH ANDREW|BRIAN K ANDREW
IAPD individual key: 2240211

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
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Jan 19, 2024	n/a	yes	Sheboygan Falls, WI\|ALPHARETTA, GA	Current employment
JOHNSON WEALTH INC.	Mixed wealth	Sep 12, 2016	Jan 22, 2024	no	MILWAUKEE, WI	Previous registration
JOHNSON WEALTH INC.	Mixed wealth	Apr 5, 2011	Sep 10, 2015	no	MILWAUKEE, WI	Previous registration
CLEARY GULL INC.	Former SEC adviser	Mar 29, 2011	Sep 10, 2015	no	MILWAUKEE, WI	Previous registration
1492 CAPITAL MANAGEMENT, LLC	Independent wealth	Nov 13, 2008	May 3, 2011	no	MILWAUKEE, WI	Previous registration
ZIEGLER CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 31, 2005	Nov 10, 2008	no	CHICAGO, IL\|MILWAUKEE, WI	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
JOHNSON WEALTH INC.	MERIT FINANCIAL ADVISORS	Jan 22, 2024	Jan 19, 2024	-3	Firm change	RIA to RIA
CLEARY GULL INC.	JOHNSON WEALTH INC.	Sep 10, 2015	Apr 5, 2011	-1,619	Firm change after gap	Other
1492 CAPITAL MANAGEMENT, LLC	CLEARY GULL INC.	May 3, 2011	Mar 29, 2011	-35	Firm change after gap	Other
ZIEGLER CAPITAL MANAGEMENT, LLC	1492 CAPITAL MANAGEMENT, LLC	Nov 10, 2008	Nov 13, 2008	3	Firm change	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ JOHNSON WEALTH INC.Registered adviserregistration: previous registration
Sep 12, 2016 to Jan 22, 2024factForm ADV
→ CLEARY GULL INC.Registered adviserregistration: previous registration
Mar 29, 2011 to Sep 10, 2015factForm ADV
→ 1492 CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 13, 2008 to May 3, 2011factForm ADV
→ ZIEGLER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 31, 2005 to Nov 10, 2008factForm ADV

Dated events

Occurred
Jan 22, 2024
Advisor changed firm
Brian Andrew left Johnson Wealth Inc. for Merit Financial Advisors (registered 2024-01-19)
Form ADVobserved 5 days ago