Paul S. Baumbach
Investment adviser representative at Mercer Global Advisors Inc.
30 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$84.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Delaware State Troopers AssocationJan 2025 to now
- Mercer Global Advisors Inc.Jul 2023 to now
- Julia Van Der Veur TrustJul 2013 to Jan 2022
- State of DelawareNov 2012 to Nov 2024
- Mallard Financial Partners IncNov 1996 to Jun 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430006
- Firm CRD
- 147363