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Federico Avendano

Mercer Global Advisors Inc.

Vialia, CA

Denver, CO

CRD 5512831

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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 2025-10-13
  • CA RA
    APPROVED
    Since 2025-10-13

Branch Locations

Vialia, 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
Cetera Advisor Networks El Segundo CA 03/2014 06/2018
Argosy Wealth Management Westlake Village CA 01/2018 06/2020
Mutual Securities, Inc. Camarillo CA 06/2018 06/2020
Mercer Global Advisors Inc. Camarillo CA 07/2020 08/2023
Mercer Global Advisors Inc. Camarillo CA 09/2023 02/2024
Mercer Global Advisors Inc. Visalia CA 03/2024 09/2025
Mercer Global Advisors Inc. Visalia CA 10/2025 Present
Previous Registrations
  • 2019-07-19 → 2021-03-12
    Argosy Wealth Management
    Westlake Village, CA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-19
S63 Uniform Securities Agent State Law Examination 2011-11-15
  • S65 Uniform Investment Adviser Law Examination
    2019-07-19
  • S63 Uniform Securities Agent State Law Examination
    2011-11-15
Designations
  • Certified Financial Planner
Other Names
  • Federico Avendano
  • Federico Avendano
  • Federico Avendano Arredondo
  • Federico Avendano Arredondo

View on SEC IAPD

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