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CRD#: 324657
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for MERCURY INVESTMENT SERVICES LLC Comes From
Understanding the Statistics for MERCURY INVESTMENT SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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Employees
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
333 Bush Street Suite 1900, San Francisco, CA 94104
Mailing Address
548 Market St Pmb 17471, San Francisco, CA 94104-5401
Firm Size
Small
Phone Number
(800) 503-3724
Established
Delaware since 01/11/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at MERCURY INVESTMENT SERVICES LLC
DG
David Ryan Goldsmith
IAR
RR
CRD#: 6934656
Location:
San Francisco, CA 94104
Company:
MERCURY ADVISORY, LLC
Disclosures:
Experience:
7 years
CB
Connor Jameson Brady
IAR
RR
CRD#: 7082999
Location:
Sunset Beach, CA
Company:
MERCURY ADVISORY, LLC
Disclosures:
Experience:
5 years
VV
Valery Vela
RR
CRD#: 5434897
Location:
San Francisco, CA 94104
Company:
MERCURY INVESTMENT SERVICES LLC
Disclosures:
Experience:
14 years
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