Daniel D Merker

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Brendon Pierson, Inc
  Wall, NJ
• 02/2012 → 09/2025
  Avantax Investment Services, Inc.
  Wall, NJ
• 07/2014 → 09/2025
  Avantax Advisory Services
  Wall, NJ
• 09/2018 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Neptune, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Neptune, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-07-22 → 2025-09-05
  Avantax Advisory Services
  Leonardo, NJ
  Neptune, NJ

Other Businesses

1) Brendon Pierson, Inc.~'NIR'~1720 Route 34~Wall~NJ~07719~Other~Other~11/20/2010~160hrs~20hrs~Assist with tax preparation/accounting paperwork| 2) OLIVESCHEESE 5 LLC POSITION: Member NATURE: LLC to hold investments. Account is held with Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4814 Outlook Drive, Suite 100, Wall NJ 07753, United States DESCRIPTION: None.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-28
• S63 Uniform Securities Agent State Law Examination
  2012-06-08

Designations

• Certified Financial Planner
• Personal Financial Specialist