Susanne Gibo, financial advisor Scottsdale AZ

Susanne Gibo

CRD Number: 6932508
Current Firm: Mercer Global Advisors Inc.

Susanne Gibo (CRD# 6932508) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Scottsdale, AZ Dec 2019 - Current 3
Td Ameritrade Scottsdale, AZ Mar 2018 - Nov 2019 1
Eli Lilly And Company Glendale, AZ Sep 1998 - Mar 2018 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Susanne T. Gibo
Phone Number: 888-565-1681
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    34,012
    MILLIONS
  • Total Number of Accounts
    61,972
    ACCOUNTS
  • Average Account Value
    $548,821
Compensation Options
  • A percentage of assets under your management
  • 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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