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Mikayla Jean Ploof

Investment adviser representative at Mercer Global Advisors Inc.
13 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

13 years in the industry.

  1. Mercer Global Advisors Inc.Jan 2026 to now
  2. Long Run Wealth Advisors, LLCJun 2022 to Dec 2025
  3. Hex and Hop, LLC.Aug 2020 to Jun 2022
  4. The Chapman MuseumNov 2019 to Aug 2020
  5. Nys Parks and Recreation Dept.May 2013 to Oct 2019

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
7990061
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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