Unclaimed Profile

Nancy Pizarro Mercado

ALTUS WEALTH GROUP, LLC·COLORADO SPRINGS, Colorado

SIE, Series 3, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 99TOCFP ChFCClean record28 years registeredALTUS WEALTH GROUP, LLC

423 SOUTH CASCADE AVENUE, COLORADO SPRINGS, CO 80903CRD# 2211709Firm CRD# 287848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Pizarro Mercado · COLORADO SPRINGS, CO

Registration

CRD #2211709 · ALTUS WEALTH GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

ALTUS WEALTH GROUP, LLC

May 2017 – present

MORGAN STANLEY

Jun 2009 – May 2017

COLORADO SPRINGS, CO

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

COLORADO SPRINGS, CO

MORGAN STANLEY

Jan 1998 – Apr 2007

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · January 1, 1998

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTUS WEALTH GROUP, LLC

CRD 287848 · SEC 801-110511

AUM

$445M

Regulatory assets under management

Employees

2,195 client accounts

Services offered by ALTUS WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTUS WEALTH GROUP, LLC →

Introduction

Speak with Nancy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nancy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLORADO SPRINGS?

Browse all registered financial advisors in COLORADO SPRINGS, Colorado or claim this profile if it's yours.

Browse COLORADO SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nancy Pizarro Mercado offer?

Nancy Pizarro Mercado specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Nancy Pizarro Mercado's credentials?

Nancy Pizarro Mercado holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nancy Pizarro Mercado located?

Nancy Pizarro Mercado is based in COLORADO SPRINGS, Colorado, working with ALTUS WEALTH GROUP, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Nancy Pizarro Mercado charge for services?

Nancy Pizarro Mercado's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTUS WEALTH GROUP, LLC?

ALTUS WEALTH GROUP, LLC has approximately 10 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →