Mercer Allied Company, L.P.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
43
Avg account
$0

Firm details

Headquarters
Cohoes, New York
CRD number
37404
Registered since
November 15, 1994

Firm profile

FINTRX

Overview

Mercer Allied Company, L.P. is organized as a partnership and has been SEC-registered since 1994. The firm is identified in the source data as having domestic entity and individual ownership. Beyond entity type and registration vintage, the firm’s public profile in the provided data is sparse: it is classified as "Unclassified" and the dataset does not include descriptions of its advisory activities, client focus, investment process, or fee arrangements. The firm is not flagged as a capital allocator or an active ESG investor. It is also noted as not being a multi-state adviser, not a newly formed adviser, not a pension consultant, and not designated as a related adviser. The firm did not supply additional material about activities, affiliations, or business lines in the source record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Steven Spencer

    Steven Spencer

    Chief Compliance OfficerCRD 4866529

  • Diana Ryan

    Diana Ryan

    Chief Compliance OfficerCRD 2780148

Contacts

3 of 41
  • Christopher Madia

    Christopher Madia

    Vice PresidentCRD 5703624

  • Matthew Hall

    Registered RepresentativeCRD 5771354

  • Francis Fazio

    Vice PresidentCRD 4141166

Unlock 38 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cohoes, NY

Albany

Location

Cohoes, NY

Headquartered in Cohoes, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
100 Coliseum Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth