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Michael Jerome Stanley

Mercer Global Advisors Inc.

Denver, CO

Gallatin, TN

CRD 4629878

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-10
  • TN RA
    APPROVED
    Since 2025-03-10

Branch Locations

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

607 Commons Drive, Gallatin, TN 37066 • 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
Financial Partners Group, Llc Gallatin TN 05/2015 02/2025
Mercer Global Advisors Inc. Gallatin TN 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-04
  • S63 Uniform Securities Agent State Law Examination
    2003-04-04
Designations
  • Certified Financial Planner
Other Names
  • Michael Jerome Stanley

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
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