Joshua Adams Broadhurst
Investment adviser representative at Mercer Global Advisors Inc.
18 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
18 years in the industry.
- Mercer Global Advisors Inc.Sep 2025 to now
- UnemployedJul 2024 to Sep 2025
- Hazlnut, LLCApr 2024 to Jul 2024
- UnemployedFeb 2020 to Mar 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2020
- Fidelity Brokerage Services LLCApr 2008 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5527377
- Firm CRD
- 147363