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Mittler & Mercaldo Investment Advisors CRD 126033
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
42 Main Street, Danbury, CT 06810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-02 |
| SC | RA | APPROVED | 2020-01-24 |
| FL | RA | APPROVED | 2008-07-31 |
| CT | RA | APPROVED | 2004-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mittler & Mercaldo Investment Advisors | Danbury | CT | 01/2001 | Present |
| Mittler & Mercaldo & Braun, P.C. | Danbury | CT | 03/1985 | Present |
MR. MERCALDO IS PRESIDENT AND MAJORITY SHAREHOLDER IN THE ACCOUNTING FIRM MITTLER, MERCALDO, & BRAUN P.C., LOCATED IN DANBURY, CONNECTICUT. MR. MERCALDO SPENDS THE MAJORITY OF HIS PROFESSIONAL TIME IN HIS CAPACITY AS A CPA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-08 |
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
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