Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
3yrs
Danielle Rojas
Financial advisor at Merrill
Based in Palm Beach Gardens, Florida, Danielle Rojas is a fiduciary financial advisor with 3 years of industry experience. Danielle joined Merrill in 2024, after less than a year at J.P. Morgan Private Wealth Advisors and less than a year at J.P. Morgan Securities. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3507 Kyoto Gardens Dr Florida PWM Palm Beach, Palm Beach Gardens, FL 33410
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2024 – nowMerrillCurrent firm
- Mar 2024 – Apr 2024J.P. Morgan Private Wealth Advisors LLCPreviously
- Mar 2024 – Apr 2024J.P. Morgan Securities LLCPreviously
Contact Danielle
3507 Kyoto Gardens Dr Florida PWM Palm BeachPalm Beach Gardens, FL 33410Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Danielle
How do I contact Danielle?
Call Merrill at (800) 637-7455 and ask for Danielle Rojas. Danielle works from the Palm Beach Gardens, FL office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Danielle 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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