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Bradley Alan Mickelson

Mercer Global Advisors Inc.

Rockwall, TX

Denver, CO

CRD 6006594

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-05
  • TX RA
    APPROVED
    Since 2025-03-05

Branch Locations

Rockwall, TX • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
OrganizationCityStateFromTo
Fisher Investments Plano TX 04/2021 01/2024
Barrow Hanley Global Investors Dallas TX 11/2012 02/2021
Spectrum Advisors, Inc. Addison TX 01/2024 12/2024
Mercer Global Advisors Inc. Rockwall TX 02/2025 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Brad Mickelson

View on SEC IAPD

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