Geoff L. Nelson

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

• 02/2015 → 08/2017
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 01/2018 → 10/2018
  Unemployed
  Houston, TX
• 10/2018 → 04/2023
  Mercer Global Advisors Inc.
  Dallas, TX
• 08/2017 → 01/2018
  Fidelity Brokerage Services
  Salt Lake City, UT
• 04/2023 → 05/2024
  Cibc Private Wealth Advisors
  Houston, TX
• 05/2024 → Present
  Mercer Global Advisors Inc.
  Austin, TX

Previous Registrations

• 2023-04-13 → 2024-03-08
  Cibc Private Wealth Advisors, Inc.
  Houston, TX
• 2018-11-09 → 2023-04-03
  Mercer Global Advisors Inc.
  Dallas, TX
  Houston, TX
• 2012-01-30 → 2018-02-15
  Strategic Advisers Llc
  West Sacramento, CA
  Houston, TX
  Houston, TX
  Salt Lake City, UT
  Houston, TX
• 2006-01-04 → 2009-06-16
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

1) Real Estate; Investment Related; 4018 Blue Bonnet Blvd., Unit K, Houston, TX 77025; Residential Real Estate Investments; Owner; 06/2024; 1 hour per month devoted to this activity, none during trading; I own several residential properties and act as my own agent when buying or selling them.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-12
• S63 Uniform Securities Agent State Law Examination
  2004-06-08

Designations

• Certified Financial Planner

Other Names

• Geoff L. Nelson
• Geoff L. Nelson
• Geoffrey Nelson
• Geoffrey Lee Nelson