Ryan Scott Weichman

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

• 07/2015 → 06/2017
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 05/2017 → 09/2021
  Ameriprise Financial Services, Inc.
  Grand Rapids, MI
• 09/2021 → 03/2022
  Hill Island Financial, Llc
  Grand Rapids, MI
• 03/2022 → 03/2023
  Mercer Global Advisors Inc.
  Castaic, CA
• 03/2023 → 03/2024
  Mercer Global Advisors Inc.
  Castaic, CA
• 03/2024 → 09/2024
  Mercer Global Advisors Inc.
  Castaic, CA
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Castaic, CA

Previous Registrations

• 2021-09-03 → 2022-11-17
  Hill Island Financial Llc
  Grand Rapids, MI
• 2017-06-21 → 2021-09-07
  Ameriprise Financial Services, Llc
  Grand Rapids, MI
• 2015-10-09 → 2017-06-08
  Mercer Global Advisors Inc.
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-09
• S63 Uniform Securities Agent State Law Examination
  2013-01-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst