Robert Philip Horwitz
Investment adviser representative at Mercer Global Advisors Inc.
9 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
9 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- Thompson Advisory Services, LLCJan 2025 to Dec 2025
- Childfree WealthNov 2023 to Dec 2024
- Protected Investors of AmericaJul 2023 to Nov 2023
- Money QuotientApr 2016 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7765887
- Firm CRD
- 147363