Christopher Gomez
Investment adviser representative at Mercer Global Advisors Inc.
12 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
12 years in the industry.
- Mercer Global Advisors Inc.Jun 2025 to now
- Fidelity InvestmentsJul 2022 to May 2025
- E*trade Capital Management LLCDec 2021 to Jul 2022
- E*trade Securities LLCDec 2021 to Jul 2022
- Ep Wealth AdvisorsMar 2021 to Nov 2021
- Southern New Hampshire UniversityJan 2020 to Jun 2021
- E*trade Capital Management LLCAug 2017 to Mar 2021
- E*trade Securities LLCAug 2017 to Mar 2021
- U.S. Bancorp Investments, Inc.Oct 2015 to Aug 2017
- US BankJan 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6568916
- Firm CRD
- 147363