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 appears on SEC records beginning in 2023. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator. Mercury Investment Services does not report being an active ESG investor and is not designated as a multi-state adviser. Several standard profile fields — including client base, fee structure, business activities, and advisory activities — were left blank in the submitted data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Valery Vela

    Valery Vela

    PrincipalCRD 5434897

  • Austin Geraghty

    PrincipalCRD 6330187

  • Scott Shields

    Scott Shields

    Senior Operations SpecialistCRD 7165106

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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