Mercer Global Advisors Inc.
Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $6,073,628,633 in 18,595 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,074MILLION
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Total Number of Accounts18,595ACCOUNTS
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Average Account Value$326,627
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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
Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Sugar Land, TX and has over 9 years of experience in the finance industry. Johnathan Aelmore 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.
Brooke Bees (CRD# 3273013) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 17 years of experience in the finance industry. Brooke Bees 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.
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Reston, VA and has over 10 years of experience in the finance industry. Ryan Bergmann 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.
Charles Breuch (CRD# 2730710) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boulder, CO and has over 21 years of experience in the finance industry. Charles Breuch 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.
Eleanor Burton (CRD# 5618362) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Alpharetta, GA and has over 8 years of experience in the finance industry. Eleanor Burton 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.
Donald Calcagni (CRD# 4203231) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in West Conshohocken, PA and has over 17 years of experience in the finance industry. Donald Calcagni 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.
Jessica Caruso (CRD# 5453902) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Francisco, CA and has over 9 years of experience in the finance industry. Jessica Caruso 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.
Matthew Cook (CRD# 4617541) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry. Matthew Cook 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.
Joshua Deforest (CRD# 5836555) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 6 years of experience in the finance industry. Joshua Deforest 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.
David Devita (CRD# 4806063) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 11 years of experience in the finance industry. David Devita 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.