Andrea Shieh
Investment adviser representative at Mercer Global Advisors Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Andrea Shieh? Claim your profile
Contact this firm
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
14 years in the industry.
- Mercer Global Advisors Inc.Jul 2024 to now
- Boulevard Family Wealth Services, LLCSep 2023 to Jun 2024
- The Leaders Group, Inc.Mar 2019 to Jun 2024
- Boulevard Family WealthJul 2017 to Jun 2024
- Boulevard Insurance StrategiesJul 2017 to Jun 2024
- Bank of America, N.A.Mar 2015 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jul 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 4819787
- Firm CRD
- 147363