Sarah Elise Berry

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 05/2019
  Waddell & Reed, Inc
  Portland, OR
• 04/2019 → 03/2021
  Mcgee Wealth Management, Inc.
  Portland, OR
• 05/2019 → 12/2020
  Raymond James Financial Services, Inc.
  Portland, OR
• 06/2012 → Present
  Rental Real Estate
  Portland, OR
• 01/2021 → Present
  Mercer Global Advisors Inc.
  Portland, OR
• 05/2021 → 08/2023
  Lion Street Financial
  Portland, OR

Previous Registrations

• 2019-04-23 → 2021-03-29
  Mcgee Wealth Management, Inc.
  Portland, OR
• 2013-08-08 → 2019-04-23
  Waddell & Reed
  Vancouver, WA
  Seattle, WA
  Vancouver, WA
  Lake Oswego, OR
  Eugene, OR

Other Businesses

1) Rental Property. Address: Portland, OR Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: Yes Start Date: 06/01/2012 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner of rental property managed by V2 Property Management Company. Receives rental income from property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-15
• S63 Uniform Securities Agent State Law Examination
  2002-12-30

Designations

• Certified Financial Planner

Other Names

• Sarah Elise Berry
• Sarah Elise Reed
• Sarah Elise Blackmon