Cynthia
Mercuri
Cetera Investment Advisers LLC
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About this Advisor
Cynthia Mercuri is a financial advisor based in Phoenixville, Pennsylvania, working with Cetera Investment Advisers LLC. Cynthia has previously held positions at Cetera Advisors LLC, Cetera Investment Advisers LLC, and Bemer (Bio Electric Energy Regulation). Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Cynthia is part of Cetera Investment Advisers LLC, which operates out of Phoenixville, Pennsylvania. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cynthia Mercuri Work History
Cetera Investment Advisers LLC
Bemer (Bio Electric Energy Regulation)
Cetera Advisors LLC
Disclosures
Please visit the SEC profile of Cynthia Mercuri 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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