Mercer Allied Company, L.P.
Firm details
- Headquarters
- Cohoes, New York
- CRD number
- 37404
- Registered since
- November 15, 1994
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Steven Spencer
Chief Compliance OfficerCRD 4866529

Diana Ryan
Chief Compliance OfficerCRD 2780148
Contacts
3 of 41
Christopher Madia
Vice PresidentCRD 5703624
Matthew Hall
Registered RepresentativeCRD 5771354
Francis Fazio
Vice PresidentCRD 4141166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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