Noah Daniel Gonzalez
Investment adviser representative at Merit Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.9BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merit Financial AdvisorsJul 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Kestra Investment Services, LLCJan 2020 to Jun 2026
- Fins SwimmingOct 2019 to Mar 2020
- L4 SwimmingSep 2019 to Mar 2020
- UnemployedAug 2019 to Sep 2019
- Northwest Branch Swim ClubMay 2019 to Aug 2019
- Washington CollegeJan 2019 to May 2019
- UnemployedDec 2018 to Jan 2019
- Montgomery CollegeAug 2018 to Dec 2018
- Northwest Branch Swim ClubMay 2018 to Aug 2018
- Kent County GovernmentNov 2017 to May 2018
- Washington CollegeAug 2017 to Nov 2017
- Northwest Branch Swim ClubMay 2017 to Aug 2017
- Washington CollegeAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7218498
- Firm CRD
- 142457