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Daniel M. Song

Merit Financial Advisors

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About Daniel M. Song

Daniel M. Song is a financial advisor with Merit Financial Advisors in Westfield, NJ. Daniel M. Song has been in the industry since 2009 and has experience in providing financial planning and portfolio management services. Daniel M. Song has also held positions at other firms including Newbridge Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Daniel Song is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Consulting fees

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Daniel Song’s Registration & Firm History

NJ

07/29/2024 - Present

Merit Financial Advisors (Westfield NJ)

NY

11/12/2015 - 08/15/2018

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NJ

03/05/2013 - 10/30/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)

NJ

10/17/2012 - 01/02/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)

NY

12/21/2011 - 09/24/2012

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

08/27/2009 - 12/15/2011

INVESTORS CAPITAL CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel M. Song. Review regulatory record here.
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