Fanny Guo

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

• 09/2015 → 03/2022
  Mercer Global Advisors Inc.
  San Francisco, CA
• 03/2022 → Present
  Mercer Global Advisors Inc.
  San Francisco, CA

Previous Registrations

• 2013-04-25 → 2015-05-27
  Equitable Advisors, Llc
  San Mateo, CA
• 2010-07-08 → 2013-04-22
  Raymond James Financial Services Advisors, Inc
  San Francisco, CA
• 2008-01-28 → 2010-07-01
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Other Businesses

Covered California; Non-investment related; San Francisco; Health Insurance marketplace that enables individuals and small businesses to purchase private health insurance coverage at federally subsidized rates; Health Insurance Broker; Broker of record for one group policy; 11/01/2020; < 1 hr. per month; 0 hrs.; Receives compensation from her activity as broker for one group policy.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-03

Designations

• Certified Financial Planner