Daniel Lime
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Daniel Lime? Claim your profile
Contact this firm
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
13 years in the industry.
- Mercer Global Advisors, Inc.Oct 2025 to now
- UnemployedJun 2025 to Oct 2025
- Ameriprise Financial Services, LLCApr 2024 to Jun 2025
- J.P. Morgan Securities LLCMar 2022 to Apr 2024
- JPMorgan Chase Bank, N.A.Mar 2022 to Apr 2024
- Mercer AdvisorsMar 2020 to Feb 2022
- J.P. Morgan Securities LLCDec 2018 to Mar 2020
- JPMorgan Chase Bank, N.A.Nov 2018 to Mar 2020
- AXA Advisors, LLCJan 2018 to Nov 2018
- MathnasiumFeb 2017 to Aug 2017
- University of HoustonAug 2013 to Dec 2017
- Baskin RobbinsFeb 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6895690
- Firm CRD
- 147363