Daniel Aaron Mercer
Investment adviser representative at Woodstock Wealth Management, Inc.
11 yearsExperience
3 statesRegistered in
$726.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Woodstock Wealth Management, Inc.Jun 2018 to now
- Woodstock Financial Group, IncJun 2017 to Dec 2019
- Raymond James Financial Services Advisors Inc.Dec 2015 to May 2017
- Raymond James Financial Services, IncNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, TX).
Woodstock Wealth Management, Inc.
$726.6MAssets managed
1,586Clients
26Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5467102
- Firm CRD
- 283472