Mitchell Mercer, financial advisor Pittsburgh PA
93 score

Mitchell Mercer

CRD Number: 5560011
Current Firm: On Investment Management Co

Mitchell Mercer (CRD# 5560011) is an Investment Advisor Representative working at On Investment Management Co in Pittsburgh, PA and has over 5 years of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Pittsburgh PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Chris Rondinelli, financial advisor Pittsburgh PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Score
103
Similar Advisors
C. Bradley Bond, financial advisor Pittsburgh PA
C. Bradley Bond
CRD# 2790023
C.b. Bond Financial Planning, Inc.
Score
103
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jul 2015 - Current 1
Ohio National Financial Services Cincinnati, OH May 2015 - Current 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Feb 2011 - May 2015 4
Federated Investment Counseling Pittsburgh, PA Feb 2011 - May 2015 4
Federated Global Investment Management Corp New York, NY Feb 2011 - May 2015 4
Federated Securities Corp Pittsburgh, PA Dec 2010 - May 2015 4
Federated Investors Inc. Pittsburgh, PA Dec 2010 - May 2015 4
Wells Fargo Greensboro, NC Jun 2010 - Dec 2010 < 1
Susquehanna University Selinsgrove, PA Jun 2006 - May 2010 3
Abarta Pittsburgh, PA May 2009 - Aug 2009 < 1
Northwestern Mutual Pittsburgh, PA May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Mitchell P. Mercer
Phone Number: 855-262-0913
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Mitchell Mercer and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.