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Rafael Antonio Arellano

Mercer Global Advisors Inc.

Denver, CO

Morristown, NJ

CRD 6150514

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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 2023-02-09
NY RA APPROVED 2021-08-31
NJ RA APPROVED 2019-07-02
  • TX RA
    APPROVED
    Since 2023-02-09
  • NY RA
    APPROVED
    Since 2021-08-31
  • NJ RA
    APPROVED
    Since 2019-07-02

Branch Locations

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

67 Park Place East Suite 700, Morristown, NJ 07960 • 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
Beacon Wealth Management, Llc Hackensack NJ 12/2016 12/2018
Jfl Consulting, Inc. Boonton NJ 10/2012 12/2016
Mercer Global Advisors Inc. Hackensack NJ 12/2018 03/2020
Mercer Global Advisors Inc. Morristown NJ 04/2020 04/2025
Mercer Global Advisors Inc. Morristown NJ 04/2025 Present
Previous Registrations
  • 2017-02-07 → 2019-03-15
    Beacon Wealth Management, Llc
    Hackensack, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

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