Thomas James Sandt
Investment adviser representative at Mercer Global Advisors Inc.
32 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
32 years in the industry.
- Mercer Global Advisors, Inc.Aug 2026 to now
- TIAAApr 2023 to Jul 2026
- TIAA-CREF Individual & Institutional Services, LLCApr 2023 to Jul 2026
- Academy Securities, Inc.Aug 2022 to Apr 2023
- First Trust Advisors L.P.Nov 2019 to Jul 2022
- First Trust Portfolios L.P.Nov 2019 to Jul 2022
- Citigroup Global Markets Inc.May 1994 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2506544
- Firm CRD
- 147363