Leah Manderson
Investment adviser representative at Mercer Global Advisors Inc.
11 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
11 years in the industry.
- Mercer Global Advisors Inc.Jul 2025 to now
- Pensionmark Securities, LLCMar 2024 to Jul 2025
- World Investment AdvisorsMar 2024 to Jul 2025
- Voya FinancialJan 2023 to Mar 2024
- UnemployedAug 2022 to Jan 2023
- Charles Schwab & Co., Inc.Jul 2020 to Aug 2022
- Charles Schwab BankJul 2020 to Aug 2022
- HomemakerApr 2017 to Jul 2020
- Charles Schwab & Co., Inc.Jun 2015 to Apr 2017
- Charles Schwab BankJun 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6349098
- Firm CRD
- 147363