Thank you for your gift of securities to MercyFirst.
Please share MercyFirst’s account information with your Broker.
MercyFirst Brokerage Contact Information
Lampis Wealth Management
785 Totowa Road, Suite 108
Totowa, NJ 07515
Brokerage Firm: Cetera
For any questions, please contact:
Lisa A. Szalankiewicz, MBA, CRPS
Phone: 973-389-0710
Account Transfer Department
Phone: 1-800-245-0467
MercyFirst Account Information
Account Name: MercyFirst
Account Number: 2YY15115
DTC Number: 0701
Tax ID (FEIN): 11-1635089
Please take a moment to complete the form below. This will allow us to properly track and acknowledge your donation. After your broker has completed the process, our team will verify that the transfer has been received.
After MercyFirst receives the shares, an acknowledgement letter will be issued. This letter will indicate the number and type of shares received, the date the shares were received, and the high and low on the date of transfer.
MercyFirst is a registered 501(c)(3) nonprofit organization. Contributions are tax-deductible as permitted by law.