Darren Gee
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.Sep 2025 to now
- LPL Financial LLCJul 2024 to Aug 2025
- Stratos Wealth Partners, LtdJul 2024 to Aug 2025
- Charles Schwab & Co., Inc.Oct 2018 to Jul 2024
- Charles Schwab BankOct 2018 to Jul 2024
- JP Morgan Chase Bank, N.A.Feb 2017 to Oct 2018
- JP Morgan Securities LLCDec 2015 to Oct 2018
- JPMorgan Chase BankDec 2015 to Feb 2017
- California State UniversitySep 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
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
- 6596860
- Firm CRD
- 147363