AdFi
GE

Gabriel E. Lapito

Investment Adviser Representative at Merit Financial Advisors

Billings, MTCRD #5337181Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel E. Lapito is an investment adviser representative with Merit Financial Advisors in Billings, MT, where they have been registered since 2026. They have worked in the securities industry since 2007 and were previously registered with Commonwealth Financial Network. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Montana and Wyoming.

Office

12 Avanta Way, Suite 1
Billings, MT 59102

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Montana, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/16/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/11/2007
Series 24
General Securities Principal Examination
Passed 9/10/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Merit Financial AdvisorsCurrent
3/27/2026 – Billings, MT
Commonwealth Financial Network
8/30/2007 – 3/30/2026Billings, MT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Strategic Retirement Plans
    Mar 2007 – Mar 2026Billings, MT
  2. Commonwealth Financial Network
    Jul 2007 – Nov 2018San Diego, CA
  3. Commonwealth Financial Network
    Nov 2018 – Mar 2026San Diego, CA
  4. Merit Financial Advisors
    Mar 2026 – no end date reportedAlpharetta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Merit Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • First $100,0001.50%
  • $100,000 - $250,0001.25%
  • Above $250,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
269
Offices listed on AdvisorFinder:
25
Main office:
Alpharetta, GA
SEC file number:
801-67462

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Merit Financial Advisors

Showing 12 of 269 in the directory

View Merit Financial Advisors firm profile

Similar advisors in Billings, MT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel E. Lapito has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Gabriel E. Lapito (Merit Financial Advisors) | AdvisorFinder