Brett James Thomas
Investment adviser representative at Mercer Global Advisors Inc.
12 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
12 years in the industry.
- Mercer Global Advisors Inc.Nov 2023 to now
- Mariner Platform SolutionsMay 2022 to Sep 2023
- Mariner Wealth AdvisorsMar 2022 to Sep 2023
- Adviceperiod, LLCFeb 2021 to Mar 2022
- UnemployedMay 2020 to Jan 2021
- The Pacific GroupJan 2020 to Apr 2020
- UnemployedSep 2019 to Jan 2020
- James Capital AdvisorsOct 2018 to Sep 2019
- Post University - Malcolm Baldrige School of BusinessJun 2015 to Oct 2018
- The Irvine CompanyAug 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7217555
- Firm CRD
- 147363