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Michael Elliott Raidt

Mercer Global Advisors Inc.

Denver, CO

Cincinnati, OH

CRD 6134424

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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
IN RA APPROVED 2026-04-16
PA RA APPROVED 2026-04-16
OH RA APPROVED 2022-10-31
  • IN RA
    APPROVED
    Since 2026-04-16
  • PA RA
    APPROVED
    Since 2026-04-16
  • OH RA
    APPROVED
    Since 2022-10-31

Branch Locations

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

9200 Montgomery Road, Cincinnati, OH 45242 • 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
Assured Partners Cincinnati OH 05/2014 11/2017
The Asset Advisory Group, Inc. Cincinnati OH 03/2020 10/2022
Shepherd Insurance Louisville KY 11/2017 12/2019
Unemployed Cincinnati OH 12/2019 03/2020
Mercer Global Advisors Inc. Cincinnati OH 10/2022 12/2025
Mercer Global Advisors Inc. Cincinnati OH 01/2026 Present
  • 05/2014 → 11/2017
    Assured Partners
    Cincinnati, OH
  • 03/2020 → 10/2022
    The Asset Advisory Group, Inc.
    Cincinnati, OH
  • 11/2017 → 12/2019
    Shepherd Insurance
    Louisville, KY
  • 12/2019 → 03/2020
    Unemployed
    Cincinnati, OH
  • 10/2022 → 12/2025
    Mercer Global Advisors Inc.
    Cincinnati, OH
  • 01/2026 → Present
    Mercer Global Advisors Inc.
    Cincinnati, OH
Previous Registrations
  • 2020-03-26 → 2023-01-03
    Asset Advisory Group Inc
    Cincinnati, OH
  • 2013-06-14 → 2014-05-09
    Lenox Wealth Management, Inc.
    Cincinnati, OH
Designations
  • Certified Financial Planner
Other Names
  • Michael Elliot Raidt

View on SEC IAPD

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