Eric Anderson, financial advisor Gloucester MA

Eric Anderson

CRD Number: 4686097
Current Firm: Mercer Global Advisors Inc.

Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Gloucester, MA and has over 20 years of experience in the finance industry. Eric Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Mercer Global Advisors, Inc. Boston, MA Mar 2022 - Current 2
Mercer Global Advisors Inc. Boston, MA Mar 2019 - Mar 2022 3
Unemployed Gloucester, MA Oct 2018 - Mar 2019 < 1
Mercer Global Advisors Inc. Fairfield, CT Apr 2017 - Oct 2018 1
Unemployed Cyress, TX Sep 2016 - Mar 2017 < 1
State Street Global Markets, LLC Boston, MA Jun 2010 - Sep 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Eric A. Anderson
Phone Number: 888-565-1681
Registered State(s):
  • CT
  • MA
  • NH
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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