Financial ADVSR advisor directory · SEC adviser records
Mercer Global Advisors Inc. financial advisors in Washington
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Washington, by city and A to Z.
The short answer
13 registered advisors work at Mercer Global Advisors Inc. in Washington, out of 677 nationwide; it's the firm's number 9 state by advisors, and the most are in Bellevue (5). 8 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors by city in Washington
Every firm in Washington →Mercer Global Advisors Inc. advisors in Washington, A to Z
Search by name →- Grant D. HabersetzerSpokane · Certified Financial Planner
- Connor R. JonesSpokane
- Christopher G. KalafatisSeattle
- Thomas E. KeeneyBellevue
- David C. KerberSpokane · Certified Financial Planner
- Paul E. MeyerSeattle
- Brian J. NorrisSpokane · Certified Financial Planner
- Francis R. PiccoloBellevue · Certified Financial Planner
- David M. SimpsonBellevue · Certified Financial Planner, Chartered Financial Analyst
- Frances SmithBellevue · Certified Financial Planner
- Kyle ThomasKenmore · Certified Financial Planner
- Brandon J. White-SzepWoodinville
- Duncan J. WilkBellevue · Certified Financial Planner
Mercer Global Advisors Inc. advisors in every state →Mercer Global Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mercer Global Advisors Inc. in other states
Colorado 269California 84Texas 43Georgia 31Florida 21New York 17North Carolina 16Oregon 16Illinois 12Michigan 12New Jersey 11Arizona 10Virginia 10Kentucky 9Massachusetts 9Pennsylvania 9Connecticut 7Idaho 7Maryland 7Ohio 6Oklahoma 6Tennessee 6Wisconsin 6Minnesota 5Missouri 4New Hampshire 4Louisiana 3Nevada 3South Carolina 3Utah 3
Questions
How many Mercer Global Advisors Inc. financial advisors are in Washington?
13 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 677 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Mercer Global Advisors Inc. have the most advisors?
Bellevue, with 5, then Spokane (4). Mercer Global Advisors Inc. has advisors in 5 cities in Washington.
How do I check a Mercer Global Advisors Inc. advisor in Washington?
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.