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Brittany Fradin

MERCURY INVESTMENT SERVICES LLC
San Francisco, CA 94104
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CRD#: 6888470
BF

Professional summary


Brittany Fradin is a registered financial professional currently at MERCURY INVESTMENT SERVICES LLC located in San Francisco, California.

Brittany is registered as a RR (Registered Representative) and started their career in finance in 2018. Brittany has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Brittany Fradin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

July 18, 2025 - Present

MERCURY INVESTMENT SERVICES LLC

Office #1: 333 Bush Street Suite 1900, San Francisco, CA 94104
BD
CRD#: 324657
San Francisco, CA
Past

December 17, 2018 - February 19, 2021

ACORNS

RIA
CRD#: 165926
IRVINE, CA
Past

September 17, 2018 - February 19, 2021

ACORNS SECURITIES, LLC

BD
CRD#: 168172
IRVINE, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/13/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MI
MERCURY INVESTMENT SERVICES LLC
MERCURY INVESTMENT SERVICES LLC

CRD#: 324657 / SEC#: , 8-71052

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
333 Bush Street Suite 1900, San Francisco, CA 94104
Mailing Address
548 Market St Pmb 17471, San Francisco, CA 94104-5401
Phone number
(800) 503-3724
Established
Delaware since 01/11/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MERCURY TECHNOLOGIES INCMEMBER
BARRY, MICHELLE ALEJANDRACEO6967071
GOLDSMITH, DAVID RYANCCO6934656
SILVESTRO, MICHELE ANNFINOP6960939

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


MERCURY INVESTMENT SERVICES LLC

CRD#: 324657San Francisco, CA 94104

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