MERCER ALLIED COMPANY, L.P.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
41
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 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

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

    Chief Compliance OfficerCRD 2780148

  • STEVEN SPENCER

    Chief Compliance OfficerCRD 4866529

Contacts

3 of 39
  • MATTHEW WILLIAMS

    Registered RepresentativeCRD 6572596

  • Ernad Halilic

    AssociateCRD 6937867

  • Kyle McCarey

    AnalystCRD 7494214

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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