Courtney Leigh Mersereau

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

• 04/2015 → 01/2023
  Vision Capital Management
  Portland, OR
• 01/2023 → Present
  Mercer Global Advisors Inc.
  Portland, OR

Previous Registrations

• 2015-04-27 → 2023-01-04
  Vision Capital Management Inc
  Portland, OR
• 2014-05-13 → 2015-03-05
  Springwater Wealth Management, Llc
  Lake Oswego, OR
• 2011-12-12 → 2014-05-20
  Rbc Capital Markets, Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2011-12-10

Designations

• Certified Financial Planner

Other Names

• Courtney Mersereau