Belinda Roseann Richardson
Investment adviser representative at Mercer Global Advisors Inc.
20 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
20 years in the industry.
- Mercer Global Advisors Inc.Jul 2025 to now
- Morgan Stanley Smith Barney LLCOct 2018 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Sep 2018
- Morgan Stanley Private Bank, N.A.Sep 2015 to Dec 2016
- Morgan Stanley Smith Barney LLCApr 2015 to Dec 2016
- First Liberty BankDec 2006 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 6479415
- Firm CRD
- 147363