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Shannon Dale Burgett

Mercer Global Advisors Inc.

Charlotte, NC

Charlotte, NC

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-14
SC RA APPROVED 2026-05-14
  • NC RA
    APPROVED
    Since 2026-05-14
  • SC RA
    APPROVED
    Since 2026-05-14

Branch Locations

201 South College Street Suite 2250, Charlotte, NC 28244 • United States

Charlotte, NC • 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
Fidelity Brokerage Services, Llc Charlotte NC 11/2011 01/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2023
Linden Thomas Advisory Services, Llc Charlotte NC 01/2023 01/2023
Pnc Investments Llc Charlotte NC 03/2023 06/2023
Smith Salley Wealth Management Greensboro NC 07/2023 05/2026
Mercer Global Advisors Inc. Charlotte NC 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-11
S63 Uniform Securities Agent State Law Examination 1998-01-30
  • S65 Uniform Investment Adviser Law Examination
    2009-04-11
  • S63 Uniform Securities Agent State Law Examination
    1998-01-30
Designations
Other Names
  • Shannon Burgett

View on SEC IAPD

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