Hilary Angela Daniel
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Mercer Global Advisors Inc.May 2026 to now
- Motley Fool Wealth ManagementSep 2025 to Mar 2026
- Modera Wealth Management, LLCApr 2023 to Sep 2025
- Parsec FinancialNov 2020 to Apr 2023
- Morton Malloy RealtyOct 2015 to Nov 2020
- The Vanguard Group, Inc.Apr 2013 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4969372
- Firm CRD
- 147363