Mercer Global Advisors Inc.

Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Denver, CO. They manage $35,141,673,366 in 76,213 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    35,142
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mercer Global Advisors Inc.
Showing 1 - 10 of 354 top financial advisors.
1
Brian A. Abatemarco
CRD#: 5954281
8180 Greensboro Drive, Suite 1010, Mclean, VA 22102

Brian Abatemarco (CRD# 5954281) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Mclean, VA and has over 6 years of experience in the finance industry. Brian Abatemarco 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.

2
Dale L. Acton
CRD#: 4785817
5800 West 84th St., Suite 950, Bloomington, MN 55437

Dale Acton (CRD# 4785817) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bloomington, MN and has over 19 years of experience in the finance industry. Dale Acton 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.

3
Eric A. Anderson
CRD#: 4686097
Gloucester, MA

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.

4
Anna M. Apodaca
CRD#: 5420891
1200 17th Street, Suite 500, Denver, CO 80202

Anna Apodaca (CRD# 5420891) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 16 years of experience in the finance industry. Anna Apodaca 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.

5
Brendan Archibald
CRD#: 6443133
1200 17th Street, Suite 500, Denver, CO 80202

Brendan Archibald (CRD# 6443133) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 7 years of experience in the finance industry. Brendan Archibald 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.

6
Rafael A. Arellano
CRD#: 6150514
1200 17th Street, Suite 500, Denver, CO 80202

Rafael Arellano (CRD# 6150514) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO 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.

7
Roberto Arenivas
CRD#: 6794035
5555 San Felipe Street, Suite 200, Houston, TX 77056

Roberto Arenivas (CRD# 6794035) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Houston, TX and has 1 year of experience in the finance industry. Roberto Arenivas 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.

8
David J. Askew
CRD#: 4910056
620 Newport Center Drive, Suite 1030, Newport Beach, CA 92660

David Askew (CRD# 4910056) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry. David Askew 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.

9
Ezequiel Aviles
CRD#: 6693636
1200 17th Street, Suite 500, Denver, CO 80202

Ezequiel Aviles (CRD# 6693636) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 7 years of experience in the finance industry. Ezequiel Aviles 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.

10
Jennifer J. Baick
CRD#: 3225465
Oakton, VA

Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Oakton, VA and has over 24 years of experience in the finance industry. Jennifer Baick 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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