Annie Jean Gottbehuet
Investment adviser representative at Mercer Global Advisors Inc.
22 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
22 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Nov 2024 to Dec 2025
- Self-employedMay 2021 to Nov 2024
- UnemployedDec 2020 to Apr 2021
- TIAAOct 2004 to Dec 2020
- TIAA-CREF Individual & Institutional Services, LLCOct 2004 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4050346
- Firm CRD
- 147363