Fabrice Mercier has been Managing Partner of Cross Border Wealth since July 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Cross Border Wealth, LLC is a New York, NY firm with $222M under management, 531 clients and 7 advisers across 3 offices, as of its April 2026 filing.
Fabrice Mercier is Co-Founder and Managing Partner of Cross Border Wealth, a role he has held since 2017. He has over 15 years of experience in international finance and leads a team of international financial advisors at the firm. He works closely with the firm's compliance division. Earlier positions include Senior Investment Advisor at deVere USA from 2015 to 2017, Senior Investment Advisor at deVere Group from 2010 to 2014 and Partner/FX Trader at SF Assets Management from 2007 to 2009.
Fabrice Mercier’s longest registration is the current one, 9 years at Cross Border Wealth since 2017. Before joining Cross Border Wealth in 2017, Fabrice Mercier was registered through Devere USA Inc.
- Cross Border Wealth, LLCCurrent– present · 9 yearsNew York, NY · Adviser representative · Firm CRD 288330
- Devere USA Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 155775
Professional designations
Listed by Cross Border Wealth
- CFP®
Investment adviser representative registrations
Fabrice Mercier is registered as an investment adviser representative in 3 states. The first approvals date from December 2019; the most recent is Pennsylvania, in June 2025.
- New YorkSince 20 June 2021
- PennsylvaniaSince 27 June 2025
- TexasSince 10 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6640917
- Firm
- Cross Border Wealth · CRD 288330
- Role
- Managing Partner
- Office
- 230 PARK AVENUE, 4TH FLOOR WEST, New York, NY 10169
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Fabrice Mercier work?
Fabrice Mercier has been Managing Partner of Cross Border Wealth, LLC since July 2017, and is a control person of the firm.
Is Fabrice Mercier a financial advisor?
Yes. Fabrice Mercier has a current investment-adviser registration in New York, Pennsylvania and Texas, through Cross Border Wealth since August 2017.
How many years of experience does Fabrice Mercier have?
Fabrice Mercier has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Fabrice Mercier passed?
Fabrice Mercier passed the Series 65 in January 2015.
Where did Fabrice Mercier work before Cross Border Wealth?
Before Cross Border Wealth, Fabrice Mercier was registered through Devere USA Inc., May 2016 to May 2017.
Where is Fabrice Mercier based?
Fabrice Mercier’s registered office is in New York, NY.
Is Fabrice Mercier registered with FINRA?
No. Fabrice Mercier has no current broker registration.
Is Fabrice Mercier a CFP?
Cross Border Wealth lists Fabrice Mercier with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Fabrice Mercier’s record?
Search CRD 6640917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Fabrice Mercier’s full registration record.