Brian Yannaccone
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors, Inc.May 2026 to now
- Oxford Wealth GroupMar 2026 to Apr 2026
- UnemployedDec 2025 to Mar 2026
- Empower Financial Services, IncJul 2023 to Nov 2025
- Empower Advisory Group, LLCApr 2023 to Nov 2025
- Personal Capital Advisors CorporationApr 2018 to Apr 2023
- Personal CapitalMar 2017 to Apr 2018
- Personal Capital Advisors CorporationJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
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
- 6202905
- Firm CRD
- 147363