Tyler James Frank
Investment adviser representative at Mercer Global Advisors Inc.
12 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
Are you Tyler James Frank? 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
12 years in the industry.
- Mercer Global Advisors, Inc.Jan 2026 to now
- Long Run Wealth Advisors, LLCJan 2024 to Jan 2026
- BorgwarnerOct 2021 to Oct 2023
- N/aMay 2021 to Sep 2021
- Lambrides, Arnold, MoulthropFeb 2020 to May 2021
- Cnp OperatingSep 2019 to Dec 2019
- Immutrix TherapeuticsJun 2018 to Aug 2019
- N/aMay 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7954640
- Firm CRD
- 147363