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Henry Dicksom Mercer

Withum Wealth Management

Red Bank, NJ

CRD 873933

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Employer firm

Withum Wealth Management CRD 158332

$2.34B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Withum Wealth Management

47 Reckless Place, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-20
  • NJ RA
    APPROVED
    Since 2025-11-20

Branch Locations

47 Reckless Place, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Capital Advisers, Inc. Little Silver NJ 12/1998 12/2021
Withum Wealth Management Red Bank NJ 06/2025 Present
Unemployed Locust NJ 12/2021 06/2025
  • 12/1998 → 12/2021
    Mercer Capital Advisers, Inc.
    Little Silver, NJ
  • 06/2025 → Present
    Red Bank, NJ
  • 12/2021 → 06/2025
    Unemployed
    Locust, NJ
Previous Registrations
  • 2000-01-01 → 2021-12-21
    Mercer Capital Advisers, Inc.
    Little Silver, NJ
    Red Bank, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-08
S63 Uniform Securities Agent State Law Examination 1993-07-20
  • S65 Uniform Investment Adviser Law Examination
    2025-11-08
  • S63 Uniform Securities Agent State Law Examination
    1993-07-20
Other Names
  • Henry Dickson Mercer
  • Henry Dickson Mercer
  • Henry D. Mercer

View on SEC IAPD

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