Travis William Poulos

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

• 01/2011 → 05/2021
  Charles Schwab & Co., Inc.
  Tacoma, WA
• 06/2021 → 09/2023
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Portland, OR

Previous Registrations

• 2021-07-30 → 2023-09-28
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2011-02-02 → 2021-05-27
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Seattle, WA
  Tacoma, WA
  Boise, ID
  Bellevue, WA
• 2008-12-18 → 2010-01-19
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-05
• S63 Uniform Securities Agent State Law Examination
  2007-02-02

Designations

• Certified Financial Planner

Other Names

• Travis W Poulos