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Edwin Duane Mercer

ALTIUM INVESTMENT STRATEGIES LLC·WESLEY CHAPEL, Florida
Clean recordALTIUM INVESTMENT STRATEGIES LLC
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544CRD# 5878872Firm CRD# 333950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edwin Duane Mercer · WESLEY CHAPEL, FL
Registration
CRD #5878872 · ALTIUM INVESTMENT STRATEGIES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edwin Duane Mercer is a registered financial advisor based in WESLEY CHAPEL, Florida, affiliated with ALTIUM INVESTMENT STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ALTIUM INVESTMENT STRATEGIES LLC
ALTIUM INVESTMENT STRATEGIES LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALTIUM INVESTMENT STRATEGIES LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5878872
Firm CRD# 333950
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edwin Duane Mercer offer?
Edwin Duane Mercer specializes in Wealth Management, Fee-Only Advisory. Contact their office in WESLEY CHAPEL, Florida for a consultation.
What are Edwin Duane Mercer's credentials?
Edwin Duane Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin Duane Mercer located?
Edwin Duane Mercer is based in WESLEY CHAPEL, Florida, working with ALTIUM INVESTMENT STRATEGIES LLC. Their office serves clients in the WESLEY CHAPEL metropolitan area and surrounding communities.
How does Edwin Duane Mercer charge for services?
Edwin Duane Mercer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTIUM INVESTMENT STRATEGIES LLC?
ALTIUM INVESTMENT STRATEGIES LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTIUM INVESTMENT STRATEGIES LLC

Konstantinos Gotsis
WESLEY CHAPEL, FL
Paul James O'grady
WESLEY CHAPEL, FL
Robert Vincenzo Leone
WESLEY CHAPEL, FL

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Research
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