Rachael Gloor

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

• 12/2012 → 03/2024
  Northwestern Mutual Wealth Management Company
  Pittsburgh, PA
• 12/2016 → 03/2024
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-09
• S63 Uniform Securities Agent State Law Examination
  2013-12-05

Other Names

• Rachael C Gloor
• Rachael Catherine Gloor
• Rachael Catherine Camp