Mercury Investment Services LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
324657
Registered since
July 10, 2023

Firm profile

FINTRX

Overview

Mercury Investment Services LLC is organized as a limited liability company and is registered with the SEC as of 2023. FINTRX classifies its ownership as a mix of a domestic entity and an individual. The firm is marked as unclassified for broader category placement and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide descriptive detail on the firm’s advisory activities, fee schedules, or target client segments, so public-facing information about its investment approach and service model is limited.

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

1 of 1
  • Nicole Murphy

    Nicole Murphy

    Chief Compliance OfficerCRD 5461537

Contacts

3 of 16
  • David Goldsmith

    ComplianceCRD 6934656

  • Jacquelyn Marquardt

    Jacquelyn Marquardt

    Investment Advisor RepresentativeCRD 7070298

  • Brittany Fradin

    Brittany Fradin

    StrategistCRD 6888470

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
333 Bush St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth