Tiffany D Garza

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

• 09/2012 → 09/2021
  Quest Capital Management
  Dallas, TX
• 09/2012 → 04/2021
  Raymond James Financial Services, Inc.
  Dallas, TX
• 10/2021 → 07/2022
  Mercer Global Advisors
  Dallas, TX
• 07/2022 → 03/2023
  Mercer Global Advisors Inc.
  Dallas, TX
• 03/2023 → Present
  Mercer Global Advisors Inc.
  Dallas, TX

Previous Registrations

• 2012-09-26 → 2022-03-22
  Quest Capital Management, Inc.
  Dallas, TX
• 2009-02-23 → 2012-08-08
  Lpl Financial Llc
  Flower Mound, TX

Other Businesses

1) Rental home property - Is the business investment related: No; Location of the business: 2111 Custer Pkwy, Richardson TX 75080; Description of the business: Rental home; Position Title: Landord; Responsibilities Duties: Property management of rental home; Start date with business: 2020-06-22; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2; Will an IRS form for income earned be received: No.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-07

Designations

• Certified Financial Planner

Other Names

• Tiffany Joann Denitto
• Tiffany Joanne Denitto
• Tiffany J Denitto
• Tiffany Denitto Garza