George Maxwell Bruneau

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

• 04/2014 → 03/2018
  Td Ameritrade, Inc.
  Reston, VA
• 05/2018 → 05/2021
  Fisher Investments
  Plano, TX
• 07/2021 → 12/2021
  Act Wealth Management, Llc
  Allen, TX
• 01/2022 → 01/2024
  Fisher Investments
  Plano, TX
• 02/2024 → Present
  Mercer Global Advisors Inc.
  Aubrey, TX

Previous Registrations

• 2022-01-27 → 2024-01-17
  Fisher Investments
  Plano, TX
  Plano, TX
• 2021-07-14 → 2022-01-03
  Act Wealth Management, Llc
  Allen, TX
• 2018-06-10 → 2021-05-17
  Fisher Investments
  Plano, TX
  Plano, TX
• 2014-04-16 → 2018-03-16
  Td Ameritrade, Inc.
  Reston, VA
  Scottsdale, AZ
• 2014-04-17 → 2018-03-16
  Td Ameritrade Investment Management, Llc
  Reston, VA
  Scottsdale, AZ
• 2013-03-06 → 2014-04-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

1. Pine Street Realty, LLC; Investment-related; 3933 S. Pine Street, Temple, AZ 85282; Real estate holding company; Owner; 05/01/2018; 0 hrs. per month; Owner - not involved in day to day management.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-04

Other Names

• Max Bruneau
• George Maxwell Bruneau
• George M Bruneau