Michael Lamb
Investment adviser representative at Mercer Global Advisors Inc.
18 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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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
18 years in the industry.
- Mercer Global Advisors Inc.Jul 2026 to now
- Cetera Investment Advisers LLCJan 2025 to Nov 2025
- Cetera Wealth Services, LLCJan 2025 to Nov 2025
- Avantax Investment Services IncJan 2025 to Sep 2025
- Lamb and Company Endeavors, Inc.Jan 2024 to May 2026
- Lamb and Company Ventures, LLCJan 2024 to May 2026
- Charles Schwab & Co., Inc.Sep 2008 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5461095
- Firm CRD
- 147363