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 appears in FINTRX as an SEC-registered adviser since 1994. The ownership is described as a combination of a domestic entity and an individual, and the firm is categorized in FINTRX as "Unclassified." The snapshot flags the firm as not functioning as a capital allocator and not reporting active ESG investing activity. FINTRX also records the firm as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The FINTRX entry does not disclose typical public-facing details such as fee schedules, client segmentation, or specific advisory activities. Those operational specifics are not provided in the source data and would require direct confirmation from the firm or supplementary filings.
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 2DIANA RYAN
Chief Compliance OfficerCRD 2780148
STEVEN SPENCER
Chief Compliance OfficerCRD 4866529
Contacts
3 of 39MATTHEW 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
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