Helio A. Rapetti
Professional summary
Helio Augusto Rapetti is a registered financial professional currently at MERCER ALLIED COMPANY, L.P. located in Deerfield, Illinois.
Helio is registered as a RR (Registered Representative) and started their career in finance in 2025. Helio has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Helio Augusto Rapetti's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2025 - Present
MERCER ALLIED COMPANY, L.P.
Office #1: 540 Lake Cook Road Suite 600, Deerfield, IL 60015State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2026)
(4/10/2025)
Exams
Series 7TO
Date: 3/6/2025
General Securities Representative ExaminationFINRA
Current Firm
MERCER ALLIED COMPANY, L.P.
CRD#: 37404 / SEC#: , 8-47739
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | SOLE LIMITED PARTNER | 106693 |
| GS AYCO HOLDING LLC | GENERAL PARTNER | |
| HALL, LARIK MARSHALL | PRESIDENT | 2634322 |
| KINOWSKI, KYLE T | VICE PRESIDENT | 4277862 |
| LUKS, SHELLEY M | VP & CHIEF FINANCIAL OFFICER | 6004389 |
| NASS, JEREMY PAUL | VP & CHIEF OPERATIONS OFFICER | 4244509 |
| SPENCER, STEVEN | VP & CHIEF COMPLIANCE OFFICER | 4866529 |
| VOLSKY, MELISSA C | VICE PRESIDENT | 4648752 |
Red Flags
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