Stephen Neil Cheifetz

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

• 07/2014 → 03/2017
  Kades Financial, Inc.
  Radnor, PA
• 03/2017 → 10/2024
  Kades & Cheifetz, Llc
  Radnor, PA
• 10/2024 → Present
  Mercer Global Advisors Inc.
  Boca Raton, FL

Previous Registrations

• 2017-03-09 → 2025-01-27
  Kades & Cheifetz, Llc
  Berwyn, PA
  Margate, NJ
  Boca Raton, FL
• 2014-07-31 → 2016-12-31
  Kades Financial Inc
  Radnor, PA
• 2001-01-24 → 2014-07-15
  Radnor Financial Advisors, Inc.
  Wayne, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-29

Designations

• Certified Financial Planner

Other Names

• Stephen N. Cheifetz