A complete list of active advisors currently associated with Mercantile Advisors, LLC
Warmer can help you find a great advisor at Mercantile Advisors, LLC or one who fits your needs even better.
Mercantile Advisors provides personalized financial planning and investment management to individuals, other advisors, and small businesses. In addition to retirement, tax, estate and cash‑flow planning, the firm sells fixed insurance and annuity products and offers advisory services for managed commodity futures accounts. The firm delivers both discretionary portfolio management (under a limited power of attorney) and consultative, client‑directed trading support, using a wide array of instruments that include equities, mutual funds, ETFs, options, private placements and other alternative vehicles. As an NFA‑registered Commodity Trading Advisor, Mercantile operates a named Discriminate Proxy Hedge Program designed to hedge assets held elsewhere and may refer clients to other CTA programs; the firm does not act as custodian of client assets. What is distinctive about Mercantile is the combination of registrations and product access uncommon for a solo advisor: it operates as a state‑registered RIA, a licensed insurance agency, and a registered CTA. That regulatory and product mix — and the firm’s willingness to facilitate complex or alternative strategies and third‑party commodity programs while disclosing potential conflicts of interest tied to insurance and futures commissions — differentiates it from many peers with similar staffing and asset levels.
To learn more about the advisors currently working at Mercantile Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alexandria, VA
| 16
|
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