Robert Francis Burlinson

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

• 01/2003 → 11/2022
  Regis Management Company, Llc
  Palo Alto, CA
• 12/2022 → 07/2024
  Regis Management, A Mercer Advisors Company
  Menlo Park, CA
• 04/2024 → 02/2026
  Mercer Global Advisors Inc.
  Menlo Park, CA
• 02/2026 → Present
  Mercer Global Advisors Inc.
  Menlo Park, CA

Previous Registrations

• 2023-07-11 → 2024-07-31
  Regis Management, A Mercer Advisors Company
  Denver, CO
  Menlo Park, CA
• 2011-04-29 → 2021-12-31
  Regis Management Company, Llc
  Menlo Park, CA

Other Businesses

1. Regis Management Company, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Predecessor management company entity prior to sale to Mercer Advisors; Managing Member; 01/2003; 1 hr. per month; 0 hrs. during trading hours. 2. Regis-Fubo LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Member and Manager in role as Managing Member of Regis Management Company, LLC; 09/2016; <2 hours per year; 0 hrs. during trading hours. 3. BRK/A Investors, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Vice President & Assistant Secretary; 11/2015; 5-10 hrs. per year; 5 hrs. per year during trading hours. 4. Client Trust; Investment-related; Menlo Park, CA; Investment Trustee; Ongoing; 03/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-05

Other Names

• Robert F Burlinson
• Robert Francis Xavier Burlinson