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David Antonio Mejia

Koss-Olinger Consulting, LLC

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About David Antonio Mejia

David Antonio Mejia is a financial professional with over 10 years of experience in the financial services industry. David is currently registered with Koss-Olinger Consulting, LLC and holds several licenses and certifications including Series 6, 7, 63 and 66. David has experience in providing investment advice and financial planning services for a variety of clients, including individuals, families, businesses, and retirement plans. David is committed to helping clients achieve their financial goals.

Firm Information

David Mejia is currently registered with Koss-Olinger Consulting, LLC. Koss-Olinger Consulting, LLC is an investment advisor registered with the SEC. Located in Gainesville, Florida, the firm manages over $1.86 billion in assets for individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and other clients. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has 9 licensed agents, 15 investment adviser representatives, 22 registered representatives, and 14 investment advisory functions.
Koss-Olinger Consulting, LLC

2700-A NW 43RD STREET

GAINESVILLE, FL 32606

$1.87B

Assets Under Management

10

Total Clients

13

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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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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David Mejia’s Registration & Firm History

FL

01/06/2025 - Present

Koss-Olinger Consulting, LLC (GAINESVILLE FL)

FL

03/05/2018 - 03/04/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 06/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Antonio Mejia.
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