Mitchell
Mercer

On Investment Management Co

CRD#5560011
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Mitchell Mercer is a financial advisor operating out of Pittsburgh, Pennsylvania, who has been in the advisory business for 12 years. Mercer is on the advisory team at On Investment Management Co. Over the course of their career, they have held roles at Federated Securities Corp, Federated Investors Inc, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Investment Counseling, Federated Global Investment Management Corp, Ohio National Financial Services and The O.N. Equity Sales Company. Mercer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Maryland, Ohio and Pennsylvania. On Investment Management Co is an advisory company based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in 202 locations and a total of 309 employees. It administers $3 billion in assets across its 14,889 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 14,889 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by On Investment Management Co most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1006 Perry Hwy
Pittsburgh, PA 15237

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,613,420,660

PA Average: $2,106,341,625
Total Number of Employees

309

PA Average: 34
Total Number of Accounts

14,889

PA Average: 1,972
Average Account Size

$175,527

PA Average: $1,068,125

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Investment Advisory Services

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

Mitchell Mercer Work History

Mitchell has 12 years of experience.

2015 - Present (8 years)

Ohio National Financial Services

2015 - Present (8 years)

The O.N. Equity Sales Company

2011 - 2015 (4 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2011 - 2015 (4 years)

Federated Investment Counseling

2011 - 2015 (4 years)

Federated Global Investment Management Corp

2010 - 2015 (5 years)

Federated Securities Corp

2010 - 2015 (5 years)

Federated Investors Inc

Disclosures

Mitchell Mercer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at On Investment Management Co

Annette Shanks
San Luis Obispo, CA
Jeffrey Spencer
Charlestown, MA
Joseph Hurley
Cincinnati, OH
Steven White
Englewood, CO
Stefan Faerber
Napoleon, OH
Christopher Ball
Farmington, MI
Donald Scully
Baton Rouge, LA
Joshua Haywood
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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