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. 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
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
Diana Ryan
Chief Compliance OfficerCRD 2780148

Steven Spencer
Chief Compliance OfficerCRD 4866529
Contacts
3 of 41Matthew Williams
Registered RepresentativeCRD 6572596
Ernad Halilic
AssociateCRD 6937867

Kyle McCarey
AnalystCRD 7494214
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
Similar firms
Arcadia Securities, LLC
Broker-DealerNew York, NY
Equitable Advisors, LLC
Broker-DealerNew York, NY
Pinebridge Securities LLC
Broker-DealerNew York, NY
Seacap Securities LLC
Broker-DealerNew York, NY
Henley & Company LLC
Broker-DealerUniondale, NY
Oaklins Dp LLC
Broker-DealerNew York, NY