Shannon Scott Gaskin
Investment adviser representative at Mercer Global Advisors Inc.
17 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
17 years in the industry.
- Mercer Global Advisors Inc.Sep 2024 to now
- Ameriprise Financial Services, LLCOct 2023 to Sep 2024
- UnemployedJun 2023 to Oct 2023
- Charles Schwab & Co., Inc.Feb 2019 to Jun 2023
- Charles Schwab BankFeb 2019 to Jun 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to Feb 2019
- TD Ameritrade, Inc.Feb 2018 to Feb 2019
- Scottrade, Inc.Aug 2009 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 2579478
- Firm CRD
- 147363