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MM

Michael C. Mercauto

HENG REN PARTNERS
BOSTON, MA 02108
CRD#: 4493529
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MM
Michael Carmine MercautoHENG REN PARTNERS

Professional summary

Michael Carmine Mercauto is a registered financial advisor currently at HENG REN PARTNERS located in Boston, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 29, 2026 - Present

HENG REN PARTNERS

Office #1: One Boston Place Suite 2600, Boston, MA 02108
CRD#: 296062
BOSTON, MA
Past

September 9, 2013 - January 31, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOSTON, MA
Past

August 1, 2013 - January 31, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
BOSTON, MA
Past

June 28, 2002 - August 14, 2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/10/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/27/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HR
HENG REN PARTNERS
HENG REN PARTNERS | HENG REN PARTNERS LLC

CRD#: 296062 / SEC#:

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Contact information

Main Address
One Boston Place Suite 2600, Boston, MA 02108
Mailing Address
Phone number
(917) 439-7369
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
MassachusettsERA - Withdrawn2/10/2026

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HENG REN PARTNERS

CRD#: 296062Boston, MA 02108

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