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 35 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Allegheny Investments Ltd||Pittsburgh, PA||Apr 2008 - Current||10|
|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 Management273MILLIONS
Total Number of Accounts1,614ACCOUNTS
Average Account Value$169,354
- 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
CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WV