Financial ADVSR advisor directory · SEC adviser records
Mercury Advisory, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Mercury Advisory, LLC office in California, by city and A to Z.
The short answer
6 registered advisors work at Mercury Advisory, LLC in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (5). 0 list the CFP designation and 3 are also registered broker representatives.
Mercury Advisory, LLC advisors by city in California
Every firm in California →Mercury Advisory, LLC advisors in California, A to Z
Search by name →- Connor J. BradySunset Beach
- Anna L. CostelloSan Francisco
- David R. GoldsmithSan Francisco
- Jacquelyn J. MarquardtSan Francisco
- William MitchellSan Francisco
- Valery VelaSan Francisco
Mercury Advisory, LLC advisors in every state →Mercury Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Mercury Advisory, LLC financial advisors are in California?
6 investment adviser representatives are registered at Mercury Advisory, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in California does Mercury Advisory, LLC have the most advisors?
San Francisco, with 5, then Sunset Beach (1). Mercury Advisory, LLC has advisors in 2 cities in California.
How do I check a Mercury Advisory, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercury Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.