Halley Maclise Craig

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

• 08/2012 → 12/2020
  Lpl Financial, Llc
  San Rafael, CA
• 12/2020 → 06/2026
  Cwm, Llc Dba Carson Partners
  Mill Valley, CA
• 10/2020 → 06/2026
  Groooms Wealth Management
  Mill Valley, CA
• 12/2020 → 06/2026
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2020 → 06/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Mercer Global Advisors Inc.
  Mill Valley, CA

Previous Registrations

• 2020-12-17 → 2026-06-02
  Cwm, Llc
  Omaha, NE
  Mill Valley, CA
  San Rafael, CA
• 2013-01-04 → 2020-10-08
  Lpl Financial Llc
  Mill Valley, CA
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-06

Designations

• Certified Financial Planner

Other Names

• Halley Maclise
• Halley E Maclise
• Halley Maclise Craig
• Halley E Craig