Richard Mercado

from Constitution Investment Advisory And Portfolio Management
SEC regulated
Regulated Investment Advisor
Richard Mercado is a financial advisor based in Connecticut, Shelton, with 42 years of experience. Richard currently works for Constitution Investment Advisory And Portfolio Management. Richard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Mercado works at Constitution Investment Advisory And Portfolio Management
Constitution Investment Advisory And Portfolio Management is a financial advisory firm based in Shelton, Connecticut. It currently has approximately $179,044,198 of assets under management and employs about 4 people. Constitution Investment Advisory And Portfolio Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
2 Trap Falls Road, Suite 504, Shelton, Connecticut, 6484

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