Douglas James Watts
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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.Dec 2022 to now
- Mercer Global Advisor Inc.Dec 2022 to now
- Vintage Financial Services, LLCAug 2021 to Nov 2022
- Bank of America N.A.Apr 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jul 2021
- MML Investors ServicesNov 2018 to Feb 2020
- Mass Mutual Life Insurance CompanyOct 2018 to Feb 2020
- Commonwealth of PennsylvaniaJan 2017 to Aug 2018
- Biomeme Inc.Aug 2016 to Aug 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7038860
- Firm CRD
- 147363