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Bennet Thomas Thonakkaraparayil

Mercer Global Advisors Inc.

Woodbridge, CT

CRD 5360527

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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 2023-08-21
NH RA APPROVED 2023-08-21
TX RA APPROVED 2023-08-21
MA RA APPROVED 2022-06-01
NY RA APPROVED 2021-08-31
CT RA APPROVED 2019-11-19
  • LA RA
    APPROVED
    Since 2023-08-21
  • NH RA
    APPROVED
    Since 2023-08-21
  • TX RA
    APPROVED
    Since 2023-08-21
  • MA RA
    APPROVED
    Since 2022-06-01
  • NY RA
    APPROVED
    Since 2021-08-31
  • CT RA
    APPROVED
    Since 2019-11-19

Branch Locations

One Bradley Road Suite 902, Woodbridge, CT 06525 • 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
Regent Wealth Management Group Woodbridge CT 09/2011 10/2019
Mercer Global Advisors Inc. Woodbridge CT 10/2019 05/2020
Mercer Global Advisors Inc Woodbridge CT 05/2020 01/2024
Mercer Global Advisors Inc. Woodbridge CT 01/2024 05/2025
Mercer Global Advisors Inc. Woodbridge CT 05/2025 01/2026
Mercer Global Advisors Inc. Woodbridge CT 01/2026 Present
Previous Registrations
  • 2014-09-30 → 2020-02-12
    Regent Wealth Management Group
    Woodbridge, CT
  • 2007-10-22 → 2011-11-10
    Regent Wealth Management Group
    Woodbridge, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-19
  • S65 Uniform Investment Adviser Law Examination
    2007-10-19
Designations
  • Chartered Financial Analyst
Other Names
  • Bennet Thonakkaraparayil

View on SEC IAPD

Nearby Firms

HERITAGE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

WILLIAM C PRATHER
GLENN DAVID UFLAND
Roain Lamar Saunders

Nearby Offices

HERITAGE CAPITAL, LLC · WOODBRIDGE, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Woodbridge, CT
MERCER GLOBAL ADVISORS INC. · Woodbridge, CT

More in Woodbridge, CT

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