Nancy Pizarro Mercado
Investment adviser representative at Altus Wealth Group, LLC
19 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$620.1MFirm assets
Are you Nancy Pizarro Mercado? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Altus Wealth Group, LLCMay 2017 to now
- Purshe Kaplan Sterling InvestmentsMay 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2017
- Morgan Stanley Smith BarneyJun 2009 to May 2017
- Morgan Stanley & Co., IncorporatedApr 2007 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CO).
Altus Wealth Group, LLC
$620.1MAssets managed
791Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2211709
- Firm CRD
- 287848