Charles Michael Pastor
Investment adviser representative at Mercer Global Advisors Inc.
13 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
13 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- UnemployedSep 2024 to Dec 2025
- Intellicents Investment Solutions, inc.Jan 2022 to Sep 2024
- UnemployedDec 2021 to Jan 2022
- Damn Good Planning LLCMay 2021 to Dec 2021
- RegistriaAug 2020 to Nov 2020
- Makeena, Inc.Nov 2017 to Apr 2018
- University of Colorado At BoulderAug 2017 to May 2021
- Tri-state Generation and Transmission AssociationJul 2017 to Aug 2019
- Sweet Success, Inc.Sep 2016 to Nov 2019
- Enrich Finance, inc.Aug 2016 to Dec 2020
- Horizon High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7334929
- Firm CRD
- 147363