Rafael Arellano, financial advisor Wayne NJ

Rafael Arellano

CRD Number: 6150514
Current Firm: Mercer Global Advisors Inc.

Rafael Arellano (CRD# 6150514) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Wayne, NJ and has 1 year of experience in the finance industry. Rafael Arellano 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.

Similar Advisors
Danna Jacobs, financial advisor Wayne NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Wayne NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Wayne NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Morristown, NJ Apr 2020 - Current 3
Mercer Global Advisors Inc. Hackensack, NJ Dec 2018 - Mar 2020 1
Beacon Wealth Management, LLC Hackensack, NJ Dec 2016 - Dec 2018 2
Jfl Consulting, Inc. Boonton, NJ Oct 2012 - Dec 2016 4
Full Time Student Wayne, NJ Sep 2011 - May 2015 3

Rafael Arellano has no recent exams reported.
Contact Info for Rafael A. Arellano
Phone Number: 888-565-1681
Registered State(s):
  • NJ
  • NY
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.