Mercury Investment Services LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 324657
- Registered since
- July 10, 2023
Firm profile
FINTRXOverview
Mercury Investment Services LLC is organized as a limited liability company and is registered with the SEC as of 2023. FINTRX classifies its ownership as a mix of a domestic entity and an individual. The firm is marked as unclassified for broader category placement and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide descriptive detail on the firm’s advisory activities, fee schedules, or target client segments, so public-facing information about its investment approach and service model is limited.
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
1 of 1
Nicole Murphy
Chief Compliance OfficerCRD 5461537
Contacts
3 of 16David Goldsmith
ComplianceCRD 6934656

Jacquelyn Marquardt
Investment Advisor RepresentativeCRD 7070298

Brittany Fradin
StrategistCRD 6888470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 333 Bush St
- Time zone
- PT (UTC-8)
- Office locations
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