Merit Financial Advisors broker Zachary Green (CRD# 5714566) is accused of options losses. He has been registered with Purshe Kaplan Sterling Investments in Raleigh, North Carolina, and Merit Financial Advisors in Raleigh, North Carolina, since 2025. He was registered with Wealth Enhancement Advisory Services, LLC in Wilmington, North Carolina, from 2023 to 2025, Wealth Enhancement Brokerage Services, LLC in Plymouth, Minnesota, from 2023 to 2025, Morgan Stanley in Winter Park, Florida, from January to June 2023, and E*Trade Capital Management, LLC in Winter Park, Florida, from 2019 to 2023.
Zachary Green Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
July 2026. “Client alleges potential sell of equity positions in covered call strategy was not properly explained.” The customer is seeking $200,000 in damages, and the case is currently pending. The complaint was regarding options losses, and it took place while he was registered with Merit Financial Advisors.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Merit Financial Advisors may be liable for investment or other losses suffered by Zachary Green’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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