Taylor Harrison Embury
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.Feb 2026 to now
- Mariner Wealth AdvisorsJun 2022 to Jan 2026
- Origin FinancialDec 2021 to Jun 2022
- PlaniqOct 2021 to Nov 2021
- Cavalier LacrosseFeb 2019 to Sep 2020
- Shenandoah Valley Youth LacrosseFeb 2019 to Sep 2020
- Alliant Wealth AdvisorsJun 2018 to Sep 2021
- Brokers International Financial Services, LLCJan 2018 to Jun 2018
- Holt Advisory GroupJan 2017 to Jun 2018
- Broker Dealer Financial ServicesSep 2016 to Dec 2017
- Lionheart Lacrosse LLCOct 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6700754
- Firm CRD
- 147363