Martin Daniel Mercado

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 08/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 01/2022 → 06/2024
  Rosewood Miramar Beach Hotel
  Montecito, CA
• 03/2021 → 11/2021
  Domino's Pizza
  Santa Barbara, CA
• 08/2014 → 03/2021
  Student
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-09

Other Names

• Danny Mercado