Inactive

Katelyn Drake Depew

Mercer Global Advisors Inc.

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Current Employers

Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-05-04

IL RA
APPROVED

Since 2026-05-04

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

475 North Martingale Road Suite 300, Schaumburg, IL 60173 • 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

Organization	City	State	From	To
Tiaa	Evanston	IL	09/2015	04/2026
Tiaa-Cref Individual & Institutional Services, Llc	Evanston	IL	09/2015	04/2026
Mercer Global Advisors Inc.	Schaumburg	IL	04/2026	Present

09/2015 → 04/2026

Tiaa

Evanston, IL
09/2015 → 04/2026

Tiaa-Cref Individual & Institutional Services, Llc

Evanston, IL
04/2026 → Present

Mercer Global Advisors Inc.

Schaumburg, IL

Previous Registrations

2015-11-02 → 2026-03-30

Tiaa-Cref Individual & Institutional Services, Llc

Evanston, IL

Lake Bluff, IL
2012-09-28 → 2015-09-09

Pnc Wealth Management Llc

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA

Seven Fields, PA

Monroeville, PA
2012-05-14 → 2012-08-09

Westminster Financial Advisory Corp

Beavercreek, OH
2012-01-03 → 2012-05-16

Wells Fargo Advisors Financial Network, Llc

Hudson, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-29

S66 Uniform Combined State Law Examination

2011-12-29

Other Names

Katelyn E Drake
Katelyn Elizabeth Drake

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS

ALPINE QUANTITATIVE MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

DREAM U.S. MANAGER LLC

KSL CAPITAL PARTNERS

CIBC PRIVATE WEALTH ADVISORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO

Nicholas Dean Phillips

STEVEN SEARES MURRAY

ANGELA LEACH PIZZICHINI

TANISHA MARIE SIMON

BRET ALLEN ROBERTS

NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO

ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO

MORGAN STANLEY · Denver, CO

CETERA INVESTMENT ADVISERS LLC · DENVER, CO

DREAM U.S. MANAGER LLC · DENVER, CO

KSL CAPITAL PARTNERS · DENVER, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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