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Financial ADVSR advisor directory · SEC adviser records

Mercer Global Advisors Inc. financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Charlotte, A to Z.

The short answer

4 registered advisors work at Mercer Global Advisors Inc. in Charlotte, out of 676 at the firm nationwide; it ranks number 106 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Mercer Global Advisors Inc. advisors in Charlotte, A to Z

Every Mercer Global Advisors Inc. advisor →

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 13San Francisco, CA 12Walnut Creek, CA 12San Diego, CA 10New York, NY 9Oklahoma City, OK 9Santa Barbara, CA 8Boulder, CO 7Scottsdale, AZ 7McLean, VA 6Morristown, NJ 6

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60

Questions

How many financial advisors does Mercer Global Advisors Inc. have in Charlotte?

4 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Mercer Global Advisors Inc. one of the largest advisor employers in Charlotte?

Mercer Global Advisors Inc. ranks number 106 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.

How do I check a Mercer Global Advisors Inc. advisor in Charlotte?

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.