Sloan Fisher Petereit
Investment adviser representative at Mercer Global Advisors Inc.
14 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
14 years in the industry.
- Mercer Global Advisors Inc.Jun 2022 to now
- Beacon Pointe Advisors, LLCMar 2021 to Jun 2022
- Welch Financial Planning, LLCJan 2021 to Mar 2021
- StudentMar 2020 to Jan 2021
- Mercer AdvisorsFeb 2020 to Mar 2020
- StudentAug 2019 to Jan 2020
- Touchsource, LLCJul 2018 to Aug 2019
- StudentAug 2011 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7325617
- Firm CRD
- 147363