Tarek Alan Mcalee

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

• 07/2017 → 02/2021
  Joslin Capital Advisors, Llc
  Bellevue, WA
• 01/2006 → 02/2021
  Joslin Capital Advisors
  Bellevue, WA
• 02/2021 → 05/2021
  N/A
  Bellevue, WA
• 06/2021 → 04/2025
  Mercer Global Advisors Inc.
  Bellevue, WA
• 04/2025 → Present
  Mercer Global Advisors Inc.
  Bellevue, WA
• 01/2006 → 10/2017
  Kms Financial Services, Inc.
  Seattle, WA

Previous Registrations

• 2017-08-02 → 2021-02-08
  Joslin Capital Advisors Llc
  Redmond, WA
• 2015-01-02 → 2017-10-31
  Kms Financial Services, Inc.
  Seattle, WA
  Bellevue, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-14

Designations

• Certified Financial Planner

Other Names

• Tarek Alan Mcalee