Michelle Rogero Hendry

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

• 08/2016 → 12/2022
  Td Ameritrade
  Sarasota, FL
• 12/2022 → 01/2023
  Charles Schwab And Co., Inc.
  Sarasota, FL
• 01/2023 → 01/2026
  Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Sarasota, FL

Previous Registrations

• 2023-02-13 → 2026-01-07
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Sarasota, FL
• 2022-03-11 → 2023-01-23
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 2016-10-18 → 2023-01-23
  Td Ameritrade Investment Management, Llc
  Sarasota, FL
  Sarasota, FL
• 2016-10-18 → 2022-10-14
  Td Ameritrade, Inc.
  Sarasota, FL
• 2013-03-05 → 2015-04-22
  Morgan Stanley
  Clearwater, FL
• 2007-05-11 → 2008-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-03-02

Other Names

• Michelle Marie Rogero
• Michelle Rogero Burton