Tristan Thomas noah Pohren
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.Mar 2021 to now
- Members 1st Credit UnionFeb 2021 to Mar 2021
- UnemployedNov 2020 to Feb 2021
- LandusAug 2020 to Nov 2020
- First National BankJun 2018 to Jun 2019
- Iowa State UniversityAug 2016 to Aug 2020
- Jefferson LinesSep 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8072988
- Firm CRD
- 147363