Daniela
Mercado
Allstate Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniela Mercado is a financial advisor based in Stamford, Connecticut, working with Allstate Financial Advisors, LLC. Daniela has previously held positions at Jp Morgan Securities LLC, Sheraton Hotel, Atlantica Insurance Agency, Casa Villa Restaurant, Mutual Security Credit Union, Durango Insurance Agency, Norwalk Community College, Sacred Heart University, Jpmorgan Chase Bank, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Daniela Mercado Agency, LLC, and Allstate. Daniela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Daniela is part of Allstate Financial Advisors, LLC, which operates out of Stamford, Connecticut. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Allstate Financial Advisors, LLC Brokerage Details
$62,134,830
350
189
$328,756
Investment Advisory Services
- Selection of other advisers
Daniela Mercado Work History
Daniela Mercado Agency, LLC
Allstate
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Jp Morgan Securities LLC
Durango Insurance Agency
Jpmorgan Chase Bank
Casa Villa Restaurant
Mutual Security Credit Union
Sacred Heart University
Sheraton Hotel
Atlantica Insurance Agency
Norwalk Community College
Disclosures
Please visit the SEC profile of Daniela Mercado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allstate Financial Advisors, LLC
Englewood, CO
Debary, FL
Roslyn, NY
Lincoln, NE
Pleasanton, CA
Jacksonville, FL
Omaha, NE
Mount Prospect, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
