Madison Lyn Ramella
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.Apr 2026 to now
- Mercer Global Advisors Inc.Jun 2022 to Mar 2026
- Raymond James Financial Services AdvisersSep 2021 to Jun 2022
- Raymond James Financial Services Inc.Sep 2020 to Jun 2022
- Flour ShopOct 2019 to Jul 2020
- MckaysSep 2017 to Oct 2019
- Self EmployedJun 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7293861
- Firm CRD
- 147363