Daniel Merker is a CFP, PFS-designated registered investment advisor, based in Neptune, NJ, with 13 years of industry experience.
Location
3311 Route 33, Neptune, NJ, 07753
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel assists with tax preparation and accounting paperwork for Brendon Pierson, Inc., dedicating about 10-20% of his time. He is also a member of OLIVESCHEESE 5 LLC, an LLC to hold investments, but this activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.