Stephen Lee West
Investment adviser representative at Mercer Global Advisors Inc.
19 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
19 years in the industry.
- Mercer Global Advisors Inc.Nov 2024 to now
- Raymond James Financial Services Advisors, IncApr 2010 to Nov 2024
- Raymond James Financial Services, Inc.Oct 2007 to Nov 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5226988
- Firm CRD
- 147363