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Mitchell Pace Mercer

Investment adviser representative at &partners
12 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. &partnersOct 2025 to now
  2. Allen, Mooney and Barnes Brokerage ServicesSep 2024 to Oct 2025
  3. University of GeorgiaAug 2022 to Jul 2024
  4. Ddp BoutiqueNov 2021 to Dec 2021
  5. Abraham Baldwin AgriculturalAug 2019 to May 2022
  6. Thomas County SchoolsAug 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (GA).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7989573
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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