Andrea Shieh

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

• 07/2012 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Beverly Hills, CA
• 03/2015 → 07/2017
  Bank Of America, N.A.
  Beverly Hills, CA
• 07/2017 → 06/2024
  Boulevard Family Wealth
  Los Angeles, CA
• 03/2019 → 06/2024
  The Leaders Group, Inc.
  Littleton, CO
• 07/2017 → 06/2024
  Boulevard Insurance Strategies
  Beverly Hills, CA
• 09/2023 → 06/2024
  Boulevard Family Wealth Services, Llc
  Beverly Hills, CA
• 07/2024 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 2017-07-07 → 2024-07-15
  Boulevard Family Wealth
  Beverly Hills, CA
• 2023-09-07 → 2024-07-12
  Boulevard Family Wealth Services, Llc
  Beverly Hills, CA
• 2012-07-06 → 2017-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Beverly Hills, CA
• 2012-03-20 → 2012-07-19
  Barclays Capital Inc.
  Los Angeles, CA
• 2009-06-01 → 2012-03-28
  Morgan Stanley
  Beverly Hills, CA
• 2008-09-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Beverly Hills, CA
• 2006-10-09 → 2008-06-02
  Citigroup Global Markets Inc.
  Wilmington, DE
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-09-25

Designations

• Certified Financial Planner