Claim Profile
MM

Mark Alan Miertschin

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC·HOUSTON, Texas
Unclaimed Profile
1360 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 7247019Firm CRD# 310572
01

About

Mark Alan Miertschin is a registered financial advisor based in HOUSTON, Texas, affiliated with SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
AUM
$676M
Regulatory assets under management
Employees
25
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7247019
Firm CRD# 310572
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Alan Miertschin offer?
Mark Alan Miertschin specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Mark Alan Miertschin's credentials?
Mark Alan Miertschin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Miertschin located?
Mark Alan Miertschin is based in HOUSTON, Texas, working with SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Mark Alan Miertschin charge for services?
Mark Alan Miertschin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC?
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC has approximately 25 employees and manages $676M 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 →
Browse by specialty