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Lynn Marie Magnus

Mercer Global Advisors Inc.

Denver, CO

Lake Placid, NY

CRD 5217100

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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
NY RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • NY RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

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

55 Barn Road Suite 206, Lake Placid, NY 12946 • 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
Goldman, Sachs & Co. New York NY 12/2015 06/2020
Long Run Wealth Advisors, Llc Lake Placid NY 10/2020 01/2026
Long Run Wealth Advisors, Llc Lake Placid NY 01/2021 01/2026
Unemployed Lake Placid NY 07/2020 09/2020
Mercer Global Advisors Inc. Lake Placid NY 01/2026 Present
  • 12/2015 → 06/2020
    Goldman, Sachs & Co.
    New York, NY
  • 10/2020 → 01/2026
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
  • 01/2021 → 01/2026
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
  • 07/2020 → 09/2020
    Unemployed
    Lake Placid, NY
  • 01/2026 → Present
    Lake Placid, NY
Previous Registrations
  • 2021-10-26 → 2026-03-30
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-25
  • S65 Uniform Investment Adviser Law Examination
    2021-10-25
Designations
  • Certified Financial Planner
Other Names
  • Lynn Marie Magnus
  • Lynn Marie Rapoza
  • Lynn M Magnus
  • Lynn Magnus

View on SEC IAPD

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