Managing Partner · Cross Border Wealth, LLC
Fabrice Mercier
CRD 6640917 · Named on Form ADV at one SEC-registered adviser
At a glance
Cross Border Wealth, LLC, an SEC-registered wealth manager based in New York, NY with $222 million in regulatory assets, lists Fabrice Mercier on its Form ADV as Managing Partner, a control person.
Firms and roles
- Cross Border Wealth, LLCManaging PartnerWealth manager · New York, NY · $222M in regulatory assets
AtlasMembers
Fabrice’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Andoni YturraldeManaging Partner, Cross Border Wealth, LLC
- Michelle Yvonne L. BasaChief Compliance Officer, HR & Operations, Audit & Finance, Cross Border Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Fabrice’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.