Rebecca Suzanne Upton
Investment adviser representative at Mercer Global Advisors Inc.
12 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
12 years in the industry.
- Mercer Global Advisors Inc.Oct 2023 to now
- Raymond James Financial Services Advisors, Inc.Oct 2022 to Dec 2023
- Raymond James Financial Services, Inc.Oct 2022 to Dec 2023
- Musicworks! Studio of Performing ArtsAug 2022 to Dec 2023
- UnemployedJan 2022 to Aug 2022
- Raymond James Financial Services Advisors, Inc.Jun 2018 to Dec 2021
- Raymond James Financial Services, Inc.Dec 2014 to Dec 2021
- Starks Financial GroupNov 2014 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6426881
- Firm CRD
- 147363