D-Merc Services

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Lakewood, Colorado
CRD number
292310
Registered since
April 23, 2019

Firm profile

FINTRX

Overview

D-Merc Services is organized as a limited liability company that registered with the SEC in 2019. FINTRX lists ownership as a combination of a domestic entity and an individual and does not assign the firm to a specific advisory classification. The profile flags the firm as not being a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. The FINTRX record for D-Merc Services contains minimal operational detail: line items for client base, fee structure, business activities and specific advisory services are not populated in the profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Lori Sarian

    Lori Sarian

    Managing Partner and Chief Compliance OfficerCRD 1870394

Contacts

1 of 1
  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood, CO

Jefferson

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
375 Balsam St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth