Thomas Keeney, financial advisor Bellevue WA

Thomas Keeney

CRD Number: 5538837
Current Firm: Mercer Global Advisors Inc.

Thomas Keeney (CRD# 5538837) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Bellevue, WA Oct 2017 - Current 6
Blue Moon Wealth Advisory Bellevue, WA Oct 2014 - Oct 2017 3
Summit Asset Strategies Wealth Management, LLC Bellevue, WA Feb 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Thomas E. Keeney
Phone Number: 888-565-1681
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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