Sarah Kelsey Pham
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Mercer Global Advisors Inc.Aug 2025 to now
- Lido Advisors, LLCFeb 2024 to Jun 2025
- UnemployedAug 2023 to Feb 2024
- U.S. Bancorp Investments, Inc.Jan 2023 to Aug 2023
- U.S. BankNov 2022 to Aug 2023
- Charles Schwab & Co., Inc.Dec 2020 to Nov 2022
- Schwab Private Client Investment AdvisersDec 2020 to Nov 2022
- TIAADec 2013 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCDec 2013 to Nov 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5743359
- Firm CRD
- 147363