Fabrice Mercier
Investment adviser representative at Cross Border Wealth, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$221.9MFirm assets
Are you Fabrice Mercier? 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.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cross Border Wealth, LLCJul 2017 to now
- Devere USA IncJan 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 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
- 6640917
- Firm CRD
- 288330