William Sapp Merriken Jr
Investment Adviser Representative at Almanack Investment Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Sapp Merriken Jr. is an investment adviser representative with Almanack Investment Partners in Medford, NJ, where they have been registered since 2026. They have worked in the securities industry since 1991 and have been registered with 6 firms, including Redwood Wealth Management Group, LLC and LANE Hipple - Wealth Management Group. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merriken Financial Group, Inc.Mar 1982 – no end date reportedMoorestown, NJ
- Purshe Kaplan Sterling InvestmentsNov 2016 – no end date reportedAlbany, NY
- Bridgers Schill Wealth Management, LLCNov 2016 – no end date reportedMoorestown, NJ
- Redwood Wealth Management GroupAug 2024 – no end date reportedMedford, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Almanack Investment Partners
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
- Performance-based fees
- Firm account minimum
- $100,000 (waivable)
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
Investment advisory products and services, with a focus on retirement income planning and long-term savings strategies.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Newtown Square, PA
- SEC file number:
- 801-107186
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Almanack Investment Partners
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Sapp Merriken Jr 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.
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