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Andrew David Medders

Mercer Global Advisors Inc.

Atlanta, GA

CRD 5257374

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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
LA RA APPROVED 2021-10-29
GA RA APPROVED 2021-10-27
TX RA APPROVED_RES 2020-12-24
  • LA RA
    APPROVED
    Since 2021-10-29
  • GA RA
    APPROVED
    Since 2021-10-27
  • TX RA
    APPROVED_RES
    Since 2020-12-24

Branch Locations

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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
Fidelity Brokerage Services Jacksonville FL 11/2006 04/2017
Kays Financial Advisory Corp. Atlanta GA 04/2017 11/2020
Strategic Advisers, Inc. Dunwoody GA 01/2008 04/2017
Mercer Global Advisors Inc. Atlanta GA 11/2020 03/2022
Mercer Global Advisors Inc. Atlanta GA 03/2022 01/2024
Mercer Global Advisors Inc. Atlanta GA 01/2024 09/2024
Mercer Global Advisors Inc. Atlanta GA 09/2024 12/2025
Mercer Global Advisors Inc. Atlanta GA 01/2026 Present
Previous Registrations
  • 2017-04-18 → 2021-01-04
    Kays Financial Advisory Corp
    Atlanta, GA
  • 2008-01-16 → 2017-04-06
    Strategic Advisers Llc
    Jacksonville, FL
    Dunwoody, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-15
S63 Uniform Securities Agent State Law Examination 2007-03-08
  • S66 Uniform Combined State Law Examination
    2007-11-15
  • S63 Uniform Securities Agent State Law Examination
    2007-03-08
Designations
  • Certified Financial Planner
Other Names
  • Andrew D Medders

View on SEC IAPD

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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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BISON WEALTH, LLC · ATLANTA, GA

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