Mercer Allied Company, L.P.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Cohoes, New York
CRD number
37404
Registered since
November 15, 1994

Firm profile

FINTRX

Overview

Mercer Allied Company, L.P. is organized as a partnership and has been SEC-registered since 1994. Ownership is recorded as a mix of a domestic entity and an individual. The firm's FINTRX profile classifies it as unclassified and flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. Public-facing detail on what the firm does day-to-day is sparse. FINTRX does not list a client base, fee structure, business activities, or advisory activities for Mercer Allied Company, L.P., so there is no available description of target clients, service models, or lines of business in the source record.

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

2 of 2
  • Diana Ryan

    Diana Ryan

    Chief Compliance OfficerCRD 2780148

  • Steven Spencer

    Steven Spencer

    Chief Compliance OfficerCRD 4866529

Contacts

3 of 40
  • Matthew Williams

    Registered RepresentativeCRD 6572596

  • Matthew Clarke

    Matthew Clarke

    Wealth Management AssociateCRD 7568683

  • Ernad Halilic

    AssociateCRD 6937867

Unlock 37 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth