Lynn Marie Magnus
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Lynn Marie Magnus? 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
11 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Long Run Wealth Advisors, LLCOct 2020 to Jan 2026
- UnemployedJul 2020 to Sep 2020
- Goldman, Sachs & Co.Dec 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5217100
- Firm CRD
- 147363