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Ryan M Pennington

Investment adviser representative at Mercer Global Advisors Inc.
12 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

12 years in the industry.

  1. Mercer Global Advisors Inc.Jan 2025 to now
  2. Fisher InvestmentsMay 2024 to Dec 2024
  3. Capital AnalystsMay 2023 to Apr 2024
  4. Lincoln InvestmentMay 2023 to Apr 2024
  5. Morgan StanleyJan 2023 to Apr 2023
  6. E*trade Securities LLCMay 2022 to Apr 2023
  7. Scott Tucker Solutions, IncJun 2021 to Aug 2021
  8. UnemployedMay 2021 to Jun 2021
  9. Greco and Sons, IncJun 2019 to Aug 2019
  10. UnemployedMay 2019 to Jun 2019
  11. University of IowaAug 2018 to May 2022
  12. UBS Financial ServicesAug 2018 to Aug 2018
  13. St. Andrews Golf and Country ClubJun 2018 to Aug 2018
  14. UnemployedMay 2018 to Jun 2018
  15. UnemployedJul 2017 to Aug 2017
  16. Party CentralJun 2017 to Jul 2017
  17. St. Francis High SchoolAug 2014 to May 2018
  18. UnemployedMay 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7518557
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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