Mercer Allied Company, L.P.

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
45
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 ownership profile in public records lists both a domestic entity and an individual. The firm’s snapshot classification is unclassified, and the record indicates it is not positioned as a capital allocator. Mercer Allied is not identified as an active ESG investor, is not listed as a multistate adviser, and is not newly formed; it also is not designated as a pension consultant or a related adviser in the available summary. Public filings and the snapshot do not disclose specifics about the firm’s fee schedule, client segments, or the mix of advisory services and business activities, leaving the firm’s target client profiles and service model undefined in the available data.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 43
  • Christopher Madia

    Christopher Madia

    Vice PresidentCRD 5703624

  • Matthew Hall

    Registered RepresentativeCRD 5771354

  • Francis Fazio

    Vice PresidentCRD 4141166

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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