Avilio Alejandro Sutherland navea
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Jun 2026 to now
- Eminence Wealth Management Inc.Aug 2025 to Jun 2026
- Strong Point FinancialNov 2024 to Jun 2026
- UnemployedOct 2024 to Nov 2024
- Charles Schwab & Co., Inc.Jan 2024 to Oct 2024
- Pro UnlimitedNov 2023 to Jan 2024
- UnemployedJun 2023 to Nov 2023
- UkgJan 2023 to Jun 2023
- Charles Schwab & Co.Dec 2019 to Jan 2023
- Booking.comFeb 2018 to Dec 2019
- Bags. IncJul 2017 to Feb 2018
- Top Talent StaffingFeb 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7213849
- Firm CRD
- 147363