Daniela
Mercado

Allstate Financial Advisors, LLC

CRD#6670870
Investment Advisor
in Stamford, CT

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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

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

60 Long Ridge Rd Ste 406
Stamford, CT 06902-1844

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

CT Average: $1,978,216,465
Total Number of Employees

350

CT Average: 226
Total Number of Accounts

189

CT Average: 7,467
Average Account Size

$328,756

CT Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Daniela Mercado Work History

2021 - Present (4 years)

Daniela Mercado Agency, LLC

2021 - Present (4 years)

Allstate

2019 - 2021 (2 years)

Wells Fargo Clearing Services, LLC

2019 - 2021 (2 years)

Wells Fargo Bank, Na

2016 - 2019 (3 years)

Jp Morgan Securities LLC

2016 - 2016 (< 1 year)

Durango Insurance Agency

2016 - 2019 (3 years)

Jpmorgan Chase Bank

2015 - 2015 (< 1 year)

Casa Villa Restaurant

2015 - 2016 (1 year)

Mutual Security Credit Union

2015 - 2016 (1 year)

Sacred Heart University

2014 - 2014 (< 1 year)

Sheraton Hotel

2014 - 2015 (1 year)

Atlantica Insurance Agency

2013 - 2015 (2 years)

Norwalk Community College

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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

Trish Le
Burlingame, CA
James Makal
Bloomsburg, PA
Brian Streem
Debary, FL
Jennifer Foust
Pleasanton, CA
Marlen Osadchy
Brooklyn, NY
Kevin Klipp
Jacksonville, FL
Travis Work
Omaha, NE
Peter Lopresti
Chester, NY

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.

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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.

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