Cetera Investment Advisers
45yrs
Top advisor by experience in Lighthouse Point
6yrs
David Menaged
Financial advisor at Merrill
Based in Lighthouse Point, Florida, David Menaged is a fiduciary financial advisor with 6 years of industry experience. David has been with Merrill since 2020. 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 16 advisors with offices in Lighthouse Point, and one of 14 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2850 N Federal Hwy, Lighthouse Point, FL 33064
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
- 2020 – nowMerrillCurrent firm
Contact David
(800) 637-7455Firm headquarters in New York, NY. Ask for David. 2850 N Federal HwyLighthouse Point, FL 33064Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call Merrill at (800) 637-7455 and ask for David Menaged. David works from the Lighthouse Point, FL office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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