Andrew Charles Thompson

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

• 05/2013 → 02/2021
  Personal Capital
  Denver, CO
• 02/2021 → Present
  Mercer Global Advisors
  Vail, CO

Previous Registrations

• 2013-06-18 → 2021-02-02
  Personal Capital Advisors Corporation
  Denver, CO
  Greenwood Village, CO
  Denver, CO
• 2012-05-24 → 2013-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA

Other Businesses

Short-term rental property that is self-managed; Investment-related; 39377 Highway 6 #B-302, Avon, CO 81620; Rental property; Owner/Manager; 06/01/2018; 2 hrs.; 0 hrs.; Manage rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-23
• S63 Uniform Securities Agent State Law Examination
  2012-01-23

Other Names

• Andrew Thompson
• Andrew C Thompson