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Daniel Gonzalez

Advisor at Merrill — Hialeah, FL NW 67th Ave

Updated today

Credentials

Series 66

Experience

2 years

Location

Hialeah, FL 33015

Merrill logo

Merrill

Institution

Total advisors

25,562

Across 3,167 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Daniel Gonzalez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes positions at Bank of America and Wells Fargo. He also has experience in education, having worked at Florida International University, Miami Dade College, and Miami Senior High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Hialeah, FL NW 67th Ave

18400 NW 67th Ave

Hialeah FL 33015

Advisors at this office

1

Most active in

Florida · Texas

Work history

2 years of industry experience

Bank of America, N.A.

2024 - Present • 2 years

Hialeah, FL

Florida International University

2024 - Present • 2 years

Miami, FL

Merrill

2020 - Present • 6 years

Hialeah, FL

Wells Fargo

2019 - 2020 • 1 year

Miami Beach, FL

Miami Dade College

2017 - 2020 • 3 years

Miami, FL

Publix

2017 - 2019 • 2 years

Coral Gables, FL

Miami Senior High School

2014 - 2018 • 4 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
user avatar

Leon S

Series 65

Surfside, FL

Thames Asset Management, Inc

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Options & derivatives strategies
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Melissa V

Series 65

Miami Beach, FL

Allegiant Financial Advisors, LLC

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

College savings (529s, UTMA, etc.)
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Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

North Miami, FL

Mendoza Private Wealth

Ivan Mendoza is a CFP®, CFA®, and ChFC® credentialed financial advisor with 26 years of industry experience. He is the sole advisor at Mendoza Private Wealth, an independent firm he has led since 2016, after eight years at Wells Fargo Advisors. Mendoza Private Wealth provides fee-based investment advisory and financial planning services to individuals as well as institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation and customized discretionary portfolio management, serving both individual and organizational clients with a range of analytical techniques and instruments.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Active portfolio management Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Hugh M

Series 65

Davie, FL

Moore Financial Planning Advisors, LLC

Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.

Cash flow / budgeting General tax planning
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