Mercer Global Advisors Inc.

Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Denver, CO. They manage $19,869,910,368 in 38,429 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,870
    MILLION
  • Total Number of Accounts
    38,429
    ACCOUNTS
  • Average Account Value
    $517,055
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
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 260 top financial advisors.
1
Brian A. Abatemarco
CRD#: 5954281
8614 Westwood Center Drive, Suite 750, Vienna, VA 22182

Brian Abatemarco (CRD# 5954281) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Vienna, VA and has over 4 years of experience in the finance industry.

2
Mari B. Adam
CRD#: 2522739
2500 N. Military Trail, Suite 306, Boca Raton, FL 33431

Mari Adam (CRD# 2522739) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry. Mari Adam 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
Robin L. Allis
CRD#: 4828769
1200 17th Street, Suite 500, Denver, CO 80202

Robin Allis (CRD# 4828769) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 13 years of experience in the finance industry. Robin Allis 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
Linda S. Ames Lyons
CRD#: 6884886
8614 Westwood Center Drive, Suite 750, Vienna, VA 22182

Linda Ames Lyons (CRD# 6884886) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Vienna, VA and has over 3 years of experience in the finance industry. Linda Ames Lyons 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
Eric A. Anderson
CRD#: 4686097
573 Hopmeadow Street, Simsbury, CT 06070

Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Simsbury, CT and has over 17 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.

6
Stephanie L. Anderson
CRD#: 2012280
8614 Westwood Center Drive, Suite 750, Vienna, VA 22182

Stephanie Anderson (CRD# 2012280) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Vienna, VA and has over 11 years of experience in the finance industry. Stephanie 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.

7
Rafael A. Arellano
CRD#: 6150514
505 Main Street, Suite 214, Hackensack, NJ 07601

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

8
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.

9
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 16 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.

10
Jennifer J. Baick
CRD#: 3225465
10655 Ne 4th Street, Suite 810, Bellevue, WA 98004

Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 21 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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