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Tammy Lynn Cooper

Mercer Global Advisors Inc.

New York, NY

Morristown, NJ

Denver, CO

CRD 5268384

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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 2026-06-25
NJ RA APPROVED 2023-08-29
LA RA APPROVED 2023-08-21
  • NY RA
    APPROVED
    Since 2026-06-25
  • NJ RA
    APPROVED
    Since 2023-08-29
  • LA RA
    APPROVED
    Since 2023-08-21

Branch Locations

767 Third Avenue 37Th Floor, New York, NY 10017 • United States

67 Park Place East Suite 700, Morristown, NJ 07960 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Mercer Global Advisors Inc. Morristown NJ 04/2018 Present
Traust Sollus Princeton NJ 04/2016 04/2018
Franklin Park Volunteer Fire Company Franklin Park NJ 11/2012 Present
  • 04/2018 → Present
    Mercer Global Advisors Inc.
    Morristown, NJ
  • 04/2016 → 04/2018
    Traust Sollus
    Princeton, NJ
  • 11/2012 → Present
    Franklin Park Volunteer Fire Company
    Franklin Park, NJ
Previous Registrations
  • 2008-04-08 → 2009-01-13
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-26
  • S63 Uniform Securities Agent State Law Examination
    2007-03-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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