Kristen Comeau (CRD# 7012265) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3100278
Zeit Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Denver, CO | Sep 2021 - Current | 2 |
| Mercer Global Advisors Inc. | Denver, CO | Jun 2019 - Sep 2021 | 2 |
| Mercer Global Advisors Inc. | Denver, CO | Aug 2018 - Jun 2019 | < 1 |
| Naqvi-van Ness Asset Management | New York, NY | Apr 2016 - Aug 2018 | 2 |
| Murano Connect | New York, NY | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- CO
- NE
- TX
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Total Assets Under Management45,350MILLIONS
-
Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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