David Michael Goodman
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
Are you David Michael Goodman? 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
11 years in the industry.
- Mercer Global Advisors Inc.Sep 2023 to now
- UnemployedJul 2020 to Sep 2023
- Personal Capital Advisors CorporationNov 2015 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
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
- 5773912
- Firm CRD
- 147363