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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-14
  • CA RA
    APPROVED
    Since 2026-01-14

Branch Locations

100 Pine Street Suite 2150, San Francisco, CA 94111 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 01/2014 06/2021
Morgan Stanley Private Bank, National Association San Francisco CA 11/2015 06/2021
Jones, Schiller & Littman, Llp Corte Madera CA 06/2021 10/2023
Sanford C. Bernstein & Co. Llc New York NY 10/2023 12/2025
Mercer Global Advisors Inc. San Francisco CA 01/2026 Present
  • 01/2014 → 06/2021
    San Francisco, CA
  • 11/2015 → 06/2021
    Morgan Stanley Private Bank, National Association
    San Francisco, CA
  • 06/2021 → 10/2023
    Jones, Schiller & Littman, Llp
    Corte Madera, CA
  • 10/2023 → 12/2025
    Sanford C. Bernstein & Co. Llc
    New York, NY
  • 01/2026 → Present
    San Francisco, CA
Previous Registrations
Other Businesses

1. Curry Senior Center; Not investment-related; 333 Turk Street, San Francisco, CA 94102; Senior center providing social services to residents of San Francisco; Member of the Board of Directors and Finance Committee; 05/2025; 2 hours per month; 1 hour per month during securities trading hours; Board of Directors level oversight and governance, participation in Finance Committee duties. 2.10-8 LLC dba Augies Montreal Deli and dba Augies Montreal Smoke Meat; Not investment-related; 3 Highgate Court, Kensington, CA 94707; Consumer packaged good food & beverage company available to consumers via retail stores; Co-Founding Member; 10/2014; 1 hour per month; Less than 1 hour per month during securities trading hours; Consulting and meeting with partners to discuss recent updates. 3.Volunteer Youth Soccer Referee; Not investment-related; Alameda County, CA; Volunteer referee for the Jack London Youth Soccer League. Volunteer Youth Soccer Referee; 10/2023; 4 hours per month; Less than 1 hour per month during securities trading hours; Referee soccer games within the Jack London Youth Soccer League.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-14
S63 Uniform Securities Agent State Law Examination 1999-03-15
  • S66 Uniform Combined State Law Examination
    2023-11-14
  • S63 Uniform Securities Agent State Law Examination
    1999-03-15
Designations
Other Names
  • Zack Schiller

View on SEC IAPD

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