Shawn Christopher Mercer
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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 fee
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
14 years in the industry.
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Investment Services LLCFeb 2026 to now
- Regions BankFeb 2026 to now
- UnknownOct 2025 to Jan 2026
- LPL Financial LLCApr 2023 to Sep 2025
- Queensborough Bank / Queensbororough InvestmentsApr 2023 to Sep 2025
- Ameriprise Financial Services, LLCSep 2022 to Mar 2023
- Truist Advisory Services, Inc.Mar 2021 to Sep 2022
- Truist Investment Services, Inc.Feb 2021 to Sep 2022
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisAug 2012 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4381455
- Firm CRD
- 105644