D-Merc Services

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Lakewood, Colorado
CRD number
292310
Registered since
April 23, 2019

Firm profile

FINTRX

Overview

D-Merc Services is organized as a limited liability company and has been SEC-registered since 2019. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—client segments, fee structure, business activities and advisory offerings—are not disclosed in the available data, leaving the firm's target client types and service model unspecified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Lori Sarian

    Lori Sarian

    Managing Partner and Chief Compliance OfficerCRD 1870394

Contacts

1 of 1
  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood, CO

Jefferson

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
375 Balsam St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth