Mark D Ericson
Investment adviser representative at Mercer Global Advisors Inc.
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$84.4BFirm assets
Are you Mark D Ericson? 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
16 years in the industry.
- Mercer Global Advisors Inc.Oct 2022 to now
- Fidelity Brokerage Services LLCDec 2019 to Oct 2022
- Bank of America, N.A.Jul 2010 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2010 to Nov 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5695357
- Firm CRD
- 147363