Ryan Allen Frankel
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Aug 2022 to Dec 2025
- Adcock Financial GroupFeb 2019 to Aug 2022
- Kestra Advisory Services, LLCFeb 2019 to Aug 2022
- Kestra Investment Services, LLCFeb 2019 to Aug 2022
- Morgan Stanley Private Bank, N.A.Jul 2018 to Feb 2019
- Morgan StanleyJun 2018 to Feb 2019
- Capitalrock Financial LLC d/b/a Naples Wealth PlanningDec 2017 to May 2018
- Platinum Wealth PartnersNov 2016 to Dec 2017
- JP Morgan Securities LLCJun 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6677929
- Firm CRD
- 147363