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David Joseph Krakauer

Mercer Global Advisors Inc.

San Diego, CA

Denver, CO

CRD 5401878

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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
CA RA APPROVED 2022-03-09
  • CA RA
    APPROVED
    Since 2022-03-09

Branch Locations

San Diego, CA • 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
Altegris Investments Llc La Jolla CA 12/2016 02/2018
Unemployed San Diego CA 06/2015 11/2016
Epstein & White Retirement Income Solutions San Diego CA 02/2018 01/2022
Mercer Global Advisors Inc. San Diego CA 01/2022 08/2023
Mercer Global Advisors Inc. San Diego CA 04/2025 Present
Mercer Global Advisors Inc. San Diego CA 09/2023 03/2025
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-10-08
  • S63 Uniform Securities Agent State Law Examination
    2009-10-08
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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