Dakota Endres
Investment adviser representative at Mercer Global Advisors Inc.
8 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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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
8 years in the industry.
- Mercer Global Advisors Inc.Dec 2024 to now
- Bank of America, N.A.Aug 2024 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Dec 2024
- Morgan Stanley Private Bank, N.AMay 2020 to May 2024
- Morgan StanleyNov 2019 to May 2024
- Thirsty Lion GastropubAug 2018 to Nov 2019
- Lazy Dog CafeAug 2017 to Aug 2018
- Extended TravelMay 2017 to Aug 2017
- Thirsty Lion GastropubApr 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7180230
- Firm CRD
- 147363