Thomas Delbert Whited

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

• 02/2016 → 03/2018
  Scottrade
  Dearborn, MI
• 03/2018 → 08/2018
  Unemployed
  Canton, MI
• 08/2018 → 01/2019
  Great Lakes Wealth, Llc
  Northville, MI
• 03/2019 → 04/2026
  Mainstay Capital Management, Llc
  Grand Blanc, MI
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Livonia, MI

Previous Registrations

• 2019-03-08 → 2026-04-27
  Mainstay Capital Management, Llc
  Grand Blanc, MI
• 2018-09-18 → 2019-01-11
  Great Lakes Wealth, Llc
  Northville, MI
• 2017-01-25 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO
• 2016-01-11 → 2016-04-07
  Dynamic Wealth Solutions Llc
  Southfield, MI
• 2013-01-10 → 2015-10-20
  Td Ameritrade, Inc.
  Birmingham, MI
• 2013-01-10 → 2015-10-20
  Td Ameritrade Investment Management, Llc
  Birmingham, MI
• 2012-10-01 → 2012-12-20
  J.P. Morgan Securities Llc
  Lincoln Park, MI
  Allen Park, MI
  Allen Park, MI
• 2011-02-02 → 2012-10-01
  Chase Investment Services Corp.
  Allen Park, MI
  Allen Park, MI
  Lincoln Park, MI
• 2008-08-27 → 2011-01-06
  Edward Jones
  Plymouth, MI
  St Louis, MO
  Plymouth, MI

Exams

• S66 Uniform Combined State Law Examination
  2008-08-14

Designations

• Certified Financial Planner

Other Names

• Tom Whited