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Clarence Mercatoris

5 Years of Experience
Brookville, PA
BrokerSells Insurance

Clarence Mercatoris is a registered investment advisor, based in Brookville, PA, with 5 years of industry experience.

Location

Brookville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Clarence is an administrative representative of an RIA, spending nearly full-time on this activity, including trading. He is also an insurance agent since May 2024, but dedicates minimal time to it. Finally, he is a licensed administrative professional under the DBA name Merc Investments, spending nearly full-time on this activity, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Cambridge Investment Research Advisors, INC.
August 2021 - Present · 4 yrs 9 mos
Cambridge Investment Research, INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Allegheny Investments, LTD.Broker
May 2020 - August 2021 · 1 yr 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Clarence Mercatoris - Financial Advisor | TrueAdvisor