Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
18yrs
Daniel Polyakov
Financial advisor at Mercer Global Advisors
Daniel Polyakov has worked in the financial industry for 18 years and is a financial advisor based in Woodland Hills, California. Daniel has been with Mercer Global Advisors since 2024. Daniel holds the CFP® designation.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors at Mercer Global Advisors
Office5550 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Nov 2024 – nowMercer Global Advisors Inc.Current firm
Contact Daniel
(888) 885-8101Firm headquarters in Denver, CO. Ask for Daniel. 5550 Topanga Canyon Blvd. Suite 350Woodland Hills, CA 91367Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Mercer Global Advisors at (888) 885-8101 and ask for Daniel Polyakov. Daniel works from the Woodland Hills, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 65% of advisors at Mercer Global Advisors.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Mercer Global 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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