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Daniel Aaron Mercer

Woodstock Wealth Management, Inc.

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About Daniel Aaron Mercer

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. Daniel has been in the industry since 2008. Daniel is registered in North Carolina, Ohio, and Texas. Daniel's firm offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Daniel Mercer is currently registered with Woodstock Wealth Management, Inc.. Woodstock Wealth Management, Inc. is an investment advisor based in Woodstock, Georgia. The firm manages over $511 million in assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Woodstock Wealth Management, Inc.

250 RIVER PARK NORTH DRIVE

WOODSTOCK, GA 30188

$511.23M

Assets Under Management

5

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Mercer’s Registration & Firm History

GA

06/13/2018 - Present

Woodstock Wealth Management, Inc. (WOODSTOCK GA)

TX

06/20/2017 - 12/12/2019

WOODSTOCK FINANCIAL GROUP, INC. (Houston TX)

TX

11/30/2015 - 06/16/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (CYPRESS TX)

TX

06/18/2012 - 12/09/2015

LPL FINANCIAL LLC (CYPRESS TX)

TX

02/14/2008 - 06/19/2012

EDWARD JONES (CYPRESS TX)

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Licenses & Designations

BOTH

Issued 02/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Daniel Aaron Mercer. Review regulatory record here.
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