Ivan
Mercer

Park Avenue Securities LLC

CRD#5895316
Investment Advisor
in San Ramon, CA

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About this Advisor

Ivan Mercer is a financial advisor based in San Ramon, California, working with Park Avenue Securities LLC. Ivan has previously held positions at Park Avenue Securities, Guardian Life Insurance Company, and Guardian Life Insurance. Ivan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, New York, Oregon, Texas, and Utah. Currently, Ivan is part of Park Avenue Securities LLC, which operates out of San Ramon, California. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12677 Alcosta Blvd Suite 340
San Ramon, CA 94583

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

CA Average: $7,464,549,021
Total Number of Employees

1,841

CA Average: 88
Total Number of Accounts

62,811

CA Average: 3,892
Average Account Size

$189,164

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ivan Mercer Work History

2024 - Present (1 year)

Guardian Life Insurance Company

2024 - Present (1 year)

Park Avenue Securities

2020 - Present (5 years)

Guardian Life Insurance Company

2020 - Present (5 years)

Park Avenue Securities

2020 - 2020 (< 1 year)

Guardian Life Insurance Company

2020 - 2020 (< 1 year)

Park Avenue Securities

2015 - 2020 (5 years)

Park Avenue Securities

2015 - 2020 (5 years)

Guardian Life Insurance

2012 - 2015 (3 years)

Park Avenue Securities

2011 - 2015 (4 years)

Guardian Life Insurance Company

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Disclosures

Please visit the SEC profile of Ivan Mercer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Daniel Andreotta
Charlotte, NC
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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