Patrick Michael Mercier

Employer firm

Fifth Third Wealth Advisors LLC CRD 313015

$7.80B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2024 → Present
  Fifth Third Wealth Advisors Llc
  Pittsburgh, PA
• 08/2019 → 01/2024
  Bny Mellon Wealth Management
  Pittsburgh, PA
• 01/2013 → 11/2018
  Tucker Auto-Mation
  Pittsburgh, PA
• 02/2009 → 06/2019
  Colibri, Llc
  Pittsburgh, PA

Other Businesses

1) Trafsys, Inc is a software company counting people in retail applications. I am 100% passive owner of the business. I own it since 2002. 1 hour/month. Chairman of the Board 2) Columbia Northwest is a designer, manufacturer of lightweight , towable, pop-up campers (RV Industry). I am 24.7% owner. Passive investor. No time spent other than Three Board meetings/year where I serve as a director. 3) Mercier Straight Investments, LLC is a real estate commercial company. I own 50% of the company. It consists of 1 property managed by local real estate management company. No plans to buy more. 4) Genesis Marketing Communications, LLC is a design and marketing firm owned since 1999 and requires no more time from me. Latest activity was to import Belgian beer from a small micro brewery in Belgium. I own it at 100%. It requires 2 hours/month. Indirect business model using 2 Pennsylvania distribution points.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-08