Charles Schwinck
Investment adviser representative at Mercer Global Advisors Inc.
11 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
11 years in the industry.
- Mercer Global Advisors Inc.Jan 2025 to now
- GravieApr 2022 to Jan 2025
- University of St. ThomasJan 2021 to May 2022
- Vista OutdoorApr 2020 to Apr 2022
- Srs Web SolutionsJul 2019 to Mar 2020
- Newgen Boost MobileJul 2018 to Jun 2019
- Wood Works Fine Custom CabinetryMay 2018 to Jun 2018
- UnemployedJan 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8034540
- Firm CRD
- 147363