Daylen Julius Fleitman

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 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

• 09/2024 → 06/2025
  Equitable Advisors
  New York, NY
• 01/2024 → 03/2024
  Wineu
  Fayetteville, AR
• 05/2021 → 07/2021
  Stonebriar Country Club
  Frisco, TX
• 09/2019 → 08/2024
  University Of Arkansas
  Fayetteville, AR
• 08/2010 → 05/2019
  Legacy Christian Academy
  Frisco, TX
• 05/2019 → 09/2019
  Unemployed
  Lakewood Village, TX
• 07/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2025 → Present
  Merit Financial Advisors
  Frisco, TX

Other Businesses

1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 07/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2024-10-25

Other Names

• Daylen Fleitman