Shannon Dale Burgett

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

• 11/2011 → 01/2023
  Fidelity Brokerage Services, Llc
  Charlotte, NC
• 07/2018 → 01/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2023 → 01/2023
  Linden Thomas Advisory Services, Llc
  Charlotte, NC
• 03/2023 → 06/2023
  Pnc Investments Llc
  Charlotte, NC
• 07/2023 → 05/2026
  Smith Salley Wealth Management
  Greensboro, NC
• 05/2026 → Present
  Mercer Global Advisors Inc.
  Charlotte, NC

Previous Registrations

• 2023-07-11 → 2026-05-12
  Smith Salley Wealth Management
  Greensboro, NC
• 2023-03-15 → 2023-06-28
  Pnc Wealth Management Llc
  Charlotte, NC
  Charlotte, NC
• 2023-01-17 → 2023-01-20
  Linden Thomas Advisory Services, Llc
  Charlotte, NC
• 2018-07-13 → 2023-01-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-11-23 → 2018-07-13
  Strategic Advisers Llc
  Charlotte, NC
• 2010-05-18 → 2011-04-26
  Nationwide Securities, Llc
  Kannapolis, NC
• 2009-04-13 → 2010-04-07
  Lpl Financial Llc
  Greenville, SC
  Shelby, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Designations

• Certified Financial Planner

Other Names

• Shannon Burgett