Trisha Jillaine Miller
Investment adviser representative at Mercer Global Advisors Inc.
15 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
15 years in the industry.
- Mercer Global Advisors Inc.Aug 2022 to now
- UnemployedApr 2022 to Aug 2022
- First Republic Securities Company, LLCJan 2021 to Apr 2022
- First Republic Investment Management, IncFeb 2019 to Apr 2022
- Matrix Resources, Inc.Jun 2018 to Feb 2019
- UnemployedDec 2017 to Jun 2018
- California United BankDec 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7325974
- Firm CRD
- 147363