David Ryan Goldsmith
Investment adviser representative at Mercury Advisory, LLC
12 yearsExperience
1 stateRegistered in
$17.9BFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Mercury Advisory, LLCJan 2024 to now
- Mercury Investment Services LLCDec 2022 to now
- Mercury Technologies, Inc.Dec 2022 to now
- Lendtable Inc.Jan 2022 to May 2024
- Growth Capital ServicesAug 2021 to Jun 2022
- Aspiration Financial LLCJun 2020 to Jul 2021
- Aspiration Partners, Inc.Jun 2020 to Jul 2021
- Cetera Advisor Networks LLCMay 2018 to May 2020
- SummitMar 2018 to May 2020
- Truskett LawSep 2017 to Mar 2018
- Full-time EducationAug 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mercury Advisory, LLC
$17.9BAssets managed
10,487Clients
7Advisers
6 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
- 6934656
- Firm CRD
- 308960