Chadwick Dickison
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Mercer Global Advisors Inc.Mar 2025 to now
- College for Financial PlanningOct 2024 to Dec 2024
- C&c Marine Ventures LLCMay 2023 to Oct 2024
- Golub CapitalMar 2022 to Oct 2024
- Guidepoint GlobalJun 2021 to Mar 2022
- Bank of America, N.A.Sep 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to May 2021
- Poogans Hospitality GroupFeb 2017 to Aug 2017
- Cd MarketingMay 2016 to Jun 2017
- Carol Cole CollectionsMay 2015 to Sep 2017
- College of CharlestonJan 2014 to May 2017
- Wamm Inc.Jul 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
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
- 6904415
- Firm CRD
- 147363