Dovid Price
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Dovid Price? 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
10 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- Glass Jacobson Investment Advisors LLCFeb 2021 to Nov 2025
- Dp FinancialDec 2020 to Feb 2021
- Talmudical Academy of BaltimoreDec 2020 to Feb 2021
- Shober and Zelcer Financial Planning and ManagementSep 2020 to Dec 2020
- LPL Financial LLCAug 2019 to Jun 2020
- Yeshiva Birchas MordechaiAug 2018 to Jun 2019
- Pollock and AssociatesJun 2018 to Aug 2018
- Yeshiva Birchas MordechaiApr 2017 to Jun 2018
- Yeshiva Aish HatorahAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7173006
- Firm CRD
- 147363