Mercer Allied Company, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
45
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 with ownership classified as a domestic entity and an individual. The firm's profile in the dataset is sparse: it is flagged as neither a capital allocator nor an active ESG investor, and it is not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. No fee structure, advisory activities, or detailed business lines are listed in the supplied information.

Assets & Accounts

Investments & Alternatives

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
  • Steven Spencer

    Steven Spencer

    Chief Compliance OfficerCRD 4866529

  • Diana Ryan

    Diana Ryan

    Chief Compliance OfficerCRD 2780148

Contacts

3 of 43
  • Christopher Madia

    Christopher Madia

    Vice PresidentCRD 5703624

  • Matthew Hall

    Registered RepresentativeCRD 5771354

  • Francis Fazio

    Vice PresidentCRD 4141166

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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