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. Public records identify its ownership as a domestic entity with individual owners and classify the adviser as unclassified in the dataset used here. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Specifics about its client types, fee structure, and day-to-day advisory activities are not provided in the source material reviewed.

Assets & Accounts

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
  • Diana Ryan

    Diana Ryan

    Chief Compliance OfficerCRD 2780148

  • Steven Spencer

    Steven Spencer

    Chief Compliance OfficerCRD 4866529

Contacts

3 of 41
  • Matthew Williams

    Registered RepresentativeCRD 6572596

  • Ernad Halilic

    AssociateCRD 6937867

  • Kyle McCarey

    Kyle McCarey

    AnalystCRD 7494214

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