Nadia Kathleen Keric

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

• 11/2012 → 10/2016
  Raymond James & Associates, Inc.
  Naples, FL
• 10/2016 → 08/2025
  Raymond James Financial Services, Inc.
  Naples, FL
• 10/2016 → 08/2025
  Raymond James Financial Services Advisors Inc.
  Naples, FL
• 10/2016 → 08/2025
  Family Wealth Planning Group
  Naples, FL
• 10/2016 → 08/2025
  Family Wealth Tax Advisory
  Naples, FL
• 08/2025 → Present
  Mercer Global Advisors Inc.
  Naples, FL

Previous Registrations

• 2016-10-13 → 2025-08-01
  Raymond James Financial Services Advisors, Inc
  Naples, FL
• 2013-02-06 → 2016-10-06
  Raymond James & Associates, Inc.
  Naples, FL

Other Businesses

1. Eclectic Living, LLC; Investment-related; Naples, FL; Rental Real Estate; Member; 01/01/2008; Less than 1 hr. per month; Less than 1 hr. during trading hours; Passive member. 2. SHNAZY, LLC; Investment-related; Naples, FL; Purchase of publicly traded securities; Member; 03/14/2019; Less than 1 hr. per month; Less than 1 hr. during trading hours; Select investments and coordinate annual filings. 3. Life including Variable Annuity & Health Insurance License; Investment-related; Naples, FL; Insurance sales; Insurance Producer; 07/11/2013; 2 hrs. per month; 2 hrs. during trading hours; Holds active insurance license.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-29

Designations

• Certified Financial Planner

Other Names

• Nadia Kathleen Eldeeb