Investment adviser representative · Mercer Global Advisors Inc.
Patrick M. Wynne
CRD 6323980 · San Diego, CA
At a glance
Patrick M. Wynne is an investment adviser representative with Mercer Global Advisors Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Mercer Global Advisors Inc.Since April 2021San Diego, CA · $84B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mercer Global Advisors Inc.
- Micah R. CumminsSan Diego · Certified Financial Planner
- Alan J. DavisSan Diego
- Schane P. GoheenSan Diego · Certified Financial Planner
- Chris KieselSan Diego · Certified Financial Planner, Chartered Financial Consultant
- David J. KrakauerSan Diego · Chartered Financial Analyst
- Jonas E. NoackSan Diego · Chartered Financial Analyst
- Christopher J. PaolantonioSan Diego · Chartered Financial Analyst
- Kseniya V. RibeiroSan Diego · Certified Financial Planner
Every advisor at Mercer Global Advisors Inc. →Mercer Global Advisors Inc.: assets, clients and custodians →Financial advisors in San Diego, CA →Every Mercer Global Advisors Inc. advisor in San Diego →Advisor Moves: who changed firms this week →