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. 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
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 40Matthew Williams
Registered RepresentativeCRD 6572596

Matthew Clarke
Wealth Management AssociateCRD 7568683
Ernad Halilic
AssociateCRD 6937867
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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