Rose Catherine Cooke
Investment adviser representative at Mercer Global Advisors Inc.
16 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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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
16 years in the industry.
- Mercer Global Advisors Inc.Mar 2026 to now
- Mason Classical AcademyDec 2023 to Feb 2026
- Collier County Public SchoolsMar 2023 to Dec 2023
- Sutherland GlobalJul 2021 to Jan 2023
- Dimensional Fund Advisors LPAug 2010 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2498035
- Firm CRD
- 147363