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 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
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 43
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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