Daniel Merker is a CFP, PFS-designated registered investment advisor, based in Neptune, NJ, with 14 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3311 Route 33, Neptune, NJ, 07753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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Exams
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