Geoffrey Kyle Nadler

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

• 03/2015 → 09/2019
  Bessemer Investor Services, Inc.
  Chicago, IL
• 12/2024 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA
• 07/2024 → 12/2024
  Unemployed
  Chicago, IL
• 09/2019 → 07/2024
  Bessemer Invesor Services, Inc.
  Chicago, IL

Previous Registrations

• 2012-06-08 → 2015-04-24
  Bmo Asset Management Corp.
  Chicago, IL
• 2010-07-29 → 2012-06-08
  M&I Investment Management Corp.
  Milwaukee, WI
• 2007-01-25 → 2010-05-24
  Goldman Sachs Wealth Services, L.P.
  Atlanta, GA
• 2004-06-02 → 2005-03-03
  Morgan Stanley Dw Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2004-04-23

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kyle Nadler