Brian Mercado

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 03/2025
  Jsf Financial Llc
  Los Angeles, CA
• 05/2013 → 03/2025
  Mid Atlantic Capital Corporation
  Los Angeles, CA
• 03/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2016-04-07 → 2025-03-19
  Jsf Financial, Llc
  Los Angeles, CA

Other Businesses

1.Mr. Mercado uses Elevation Wealth Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Mercado is registered at, and is related to his investment services practice. Mr. Mercado devotes about 120 hours per month to this activity, including about 120 hours during securities trading hours, concurrently with time Mr. Mercado devotes to activity providing investment services through Private Advisor Group. 2.Mr. Mercado is the owner of Leda Financial Corp. through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address Mr. Mercado is registered at, and is related to his investment services practice. Mr. Mercado devotes about 160 hours per month to this activity, including about 160 hours during securities trading hours, concurrently with time Mr. Mercado devotes to activity providing investment services through Private Advisor Group.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-08

Designations

• Certified Financial Planner