Skip to content

William Scott Baber

Investment adviser representative at Mercer Global Advisors Inc.
15 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business

Are you William Scott Baber? Claim your profile

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

15 years in the industry.

  1. Mercer Global Advisors Inc.Apr 2025 to now
  2. Stone Corral Farms, LLCMay 2022 to Apr 2025
  3. Personal Capital Advisors CorporationAug 2011 to May 2022
  4. Westamerica BankMar 2011 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2006
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
5048573
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
CallContact this firm