Clarence MercatorisCRD Number: 1112371
Current Firm: Allegheny Investments, Ltd.
Clarence Mercatoris (CRD# 1112371) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 33 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Allegheny Investments Ltd||Pittsburgh, PA||Apr 2008 - Current||8|
|Janney Montgomery Scott LLC||Philadelphia, PA||Jun 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management208MILLIONS
Total Number of Accounts2,580ACCOUNTS
Average Account Value$80,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV