Financial ADVSR advisor directory · SEC adviser records
Mercer Global Advisors Inc. financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in San Francisco, A to Z.
The short answer
12 registered advisors work at Mercer Global Advisors Inc. in San Francisco, out of 676 at the firm nationwide; it ranks number 41 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors in San Francisco, A to Z
Every Mercer Global Advisors Inc. advisor →- Mark De GregorioCertified Financial Planner
- Stephen C. DonahueChartered Financial Analyst
- Matthew A. KrenskyInvestment adviser rep
- Aaron J. LangstonCertified Financial Planner
- Manuel A. Lugo GarciaCertified Financial Planner
- Timothy P. McNamaraCertified Financial Planner
- Ryan C. MooreCertified Financial Planner
- Zachary A. SchillerCertified Financial Planner
- Evgenii ShtrikovCertified Financial Planner
- Hannah L. Van EssenInvestment adviser rep
- Frederick E. XuerebInvestment adviser rep
- Yi ZhouCertified Financial Planner
Mercer Global Advisors Inc. advisors in every city and state →Mercer Global Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mercer Global Advisors Inc. advisors in other cities
Denver, CO 246Atlanta, GA 26Dallas, TX 14Houston, TX 14Newport Beach, CA 13Walnut Creek, CA 12San Diego, CA 10New York, NY 9Oklahoma City, OK 9Charlotte, NC 8Santa Barbara, CA 8Boulder, CO 7Scottsdale, AZ 7McLean, VA 6Morristown, NJ 6
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Mercer Global Advisors Inc. have in San Francisco?
12 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Mercer Global Advisors Inc. one of the largest advisor employers in San Francisco?
Mercer Global Advisors Inc. ranks number 41 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Mercer Global Advisors Inc. advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercer Global Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.