Michael Shawn Gandy
Investment adviser representative at Mercer Global Advisors Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Oct 2025 to Dec 2025
- Mercer Global Advisors Inc.Feb 2024 to Sep 2025
- Fremont BankMar 2023 to Feb 2024
- LPL Financial LLCMar 2023 to Feb 2024
- Great Lakes AdvisorsFeb 2022 to Mar 2023
- UnemployedDec 2021 to Feb 2022
- Van Eck Associates CorporationNov 2017 to Nov 2021
- Van Eck Securities CorporationNov 2017 to Nov 2021
- MsciDec 2014 to Oct 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2023
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
- 4162333
- Firm CRD
- 147363