Daniel M. Kang

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CRD#: 5814153

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Minsung Kang, who also goes by Daniel Kang, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2010. Daniel had worked at 3 firms and has passed the Series 65, Series 63 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Daniel Kang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Digit Advisors LLC is a wholly owned subsidiary of Hello Digit, Inc. where I am also an employee as the head of finance. Hello Digit, Inc. provides an application service that helps consumers manage their personal finances around savings and debt paydown. Outside of the activities of Digit Advisors, LLC, Hello Digit, Inc. does not engage in investment-related activity. Office is located at 100 Pine Street FL 20 San Francisco, CA 94115 (same as Digit Advisors, LLC). I started at Hello Digit, Inc. in March 2018. I split my time between the two entities on an as-needed basis to fulfill my responsibilities to both.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 13, 2022 - February 23, 2024

MERCURY ADVISORY, LLC

RIA

CRD#: 308960

SAN FRANCISCO, CA

Past

January 16, 2020 - December 5, 2023

DIGIT ADVISORS, LLC

RIA

CRD#: 305799

SAN FRANCISCO, CA

Past

August 30, 2010 - July 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79

Date: 8/29/2010

Investment Banking Registered Representative Examination

Current Firm

MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

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Contact information

Main Address

333 Bush Street Suite 1900, San Francisco, CA 94104

Mailing Address

548 Market St Pmb 17471, San Francisco, CA 94104-5401

Phone number

(415) 878-1068

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCURY ADVISORY LLC PART 2 BROCHURE - OCT 2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts	8,879
AUM (Assets Under Management)	$ 15,366,750,045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel M. Kang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERCURY ADVISORY, LLC

DIGIT ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MERCURY ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2019

Series 63

Date: 9/27/2010

Series 79

Date: 8/29/2010

Current Firm

MERCURY ADVISORY, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERCURY ADVISORY, LLC

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