Zachary Robert Merring
Investment Adviser Representative at RTD Financial Advisors Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Robert Merring is an investment adviser representative with RTD Financial Advisors Inc in Philadelphia, PA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Lincoln Financial Advisors Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
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.
- Lincoln Financial AdvisorsOct 2019 – Dec 2021Morristown, NJ
- William Paterson UniversityNov 2018 – May 2020Wayne, NJ
- PharmScript LLCJun 2017 – Aug 2019Somerset, NJ
- Sodexo Food ServicesJul 2015 – Aug 2017Piscataway, NJ
- Lincoln Financial AdvisorsDec 2021 – Feb 2023Morristown, NJ
- OmniGrowth Wealth ProfessionalsOct 2019 – May 2021Paramus, NJ
- William Paterson UniversitySep 2020 – Jul 2021Wayne, NJ
- OmniGrowth Wealth ProfessionalsMay 2021 – Feb 2023Morristown, NJ
- RTD Financial Advisors IncFeb 2023 – Oct 2025Philadelphia, PA
- RTD Financial Advisors IncOct 2025 – no end date reportedPhiladelphia, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RTD Financial Advisors Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-19015
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 26, 2026
View full firm profileOther advisors at RTD Financial Advisors Inc
Showing 12 of 20 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. Zachary Robert Merring 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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