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Christopher S Young

Mercer Global Advisors Inc.

Dallas, TX

Denver, CO

CRD 2799053

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-08-23
TX RA APPROVED 2023-06-29
FL RA APPROVED 2021-12-21
  • LA RA
    APPROVED
    Since 2023-08-23
  • TX RA
    APPROVED
    Since 2023-06-29
  • FL RA
    APPROVED
    Since 2021-12-21

Branch Locations

8117 Preston Road Suite 700, Dallas, TX 75225 • 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
Quest Capital Management Dallas TX 06/1995 10/2021
Raymond James Financial Services, Inc. Dallas TX 12/1993 10/2021
Independent Insurance Agent Dallas TX 01/1997 Present
Mercer Global Advisors Dallas TX 10/2021 Present
Quest Capital Management Dallas TX 12/1993 10/2021
  • 06/1995 → 10/2021
    Quest Capital Management
    Dallas, TX
  • 12/1993 → 10/2021
    Raymond James Financial Services, Inc.
    Dallas, TX
  • 01/1997 → Present
    Independent Insurance Agent
    Dallas, TX
  • 10/2021 → Present
    Mercer Global Advisors
    Dallas, TX
  • 12/1993 → 10/2021
    Quest Capital Management
    Dallas, TX
Previous Registrations
  • 2001-02-12 → 2022-03-22
    Quest Capital Management, Inc.
    Dallas, TX
    Dallas, TX
  • 1996-10-22 → 2002-12-31
    Raymond James Financial Services, Inc.
    Dallas, TX
    Dallas, TX
Other Businesses

1. QUEST CAPITAL MANAGEMENT, INC. - DALLAS, TX. 06/2005 - TO PRESERNT. INVESTMENT RELATED. SENIOR PLANNER/ PARTNER. REGISTERED INVESTMENT ADVISOR. 40 HOURS PER WEEK, 32.5 HOURS DURING TRADING. 2. INDEPENDENT INSURANCE AGENT - DALLAS, TX. 01/1997 TO PRESENT. NOT INVESTMENT RELATED. AGENT. NON-VARIABLE INSURANCE SALES. 1 HOUR PER WEEK, 1 HOUR DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21
Designations
  • Certified Financial Planner
Other Names
  • Christopher Scott Young

View on SEC IAPD

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