Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
26yrs
Daniel Vernon
Financial advisor at Merit Financial Advisors
Daniel Vernon is a fiduciary financial advisor in Boca Raton, Florida, with 26 years in the industry. Daniel joined Merit Financial Advisors in 2022, after five years at Stone Creek Capital Management and three years at FSC Securities. Merit Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office2799 NW 2nd Avenue Suite 101, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$897,421
Advisors at the firm289
States licensed ?2 states
Services through Merit Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerit Financial AdvisorsCurrent firm
- 2017 – 2022Stone Creek Capital Management LLCPreviously
- 2007 – 2010FSC Securities CorporationPreviously
- 2007 – 2022Biltmore Capital AdvisorsPreviously
- 2001 – 2007MerrillPreviously
Contact Daniel
(678) 867-7050Firm headquarters in Alpharetta, GA. Ask for Daniel. 2799 NW 2nd Avenue Suite 101Boca Raton, FL 33431Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Merit Financial Advisors at (678) 867-7050 and ask for Daniel Vernon. Daniel works from the Boca Raton, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Merit Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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