Adam F Oliver
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Adam F Oliver? Claim your profile
Contact this firm
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.Jan 2024 to now
- Transitions Wealth Management, LLCOct 2021 to Dec 2023
- First Western TrustApr 2021 to Sep 2021
- Dr. David Robinson Institute of Jewish Heritage - YeshivaJun 2018 to Mar 2021
- BMO Harris BankMar 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, NE).
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
- 7453245
- Firm CRD
- 147363