William Mitchell
Investment adviser representative at Mercury Advisory, LLC
13 yearsExperience
2 statesRegistered in
$17.9BFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Mercury Advisory, LLCMay 2025 to now
- Mercury TechnologiesFeb 2022 to now
- Horaizon CorporationJun 2020 to Feb 2022
- Cornell TechJun 2019 to May 2020
- UnemployedMay 2018 to May 2019
- Hudson's Bay CompanyJan 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Mercury Advisory, LLC
$17.9BAssets managed
10,487Clients
7Advisers
6 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
- 8068913
- Firm CRD
- 308960