Brendan Archibald

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

• 11/2015 → 02/2017
  Morgan Stanley
  South Jordan, UT
• 02/2017 → 09/2017
  E*Trade
  Sandy, UT
• 09/2017 → 10/2019
  E*Trade
  Costa Mesa, CA
• 10/2019 → 04/2023
  Personal Capital Advisors
  San Juan Capistrano, CA
• 04/2023 → 08/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 09/2023 → Present
  Mercer Global Advisors Inc.
  San Juan Capistrano, CA

Previous Registrations

• 2023-04-03 → 2023-09-26
  Empower Advisory Group, Llc
  San Juan Capistrano, CA
  Greenwood Village, CO
  Greenwood Village, CO
• 2019-10-22 → 2023-04-03
  Personal Capital Advisors Corporation
  Sandy, UT
  Huntington Beach, CA
  Greenwood Village, CO
  San Juan Capistrano, CA
• 2017-04-28 → 2019-10-18
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
  Costa Mesa, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-04-27
• S63 Uniform Securities Agent State Law Examination
  2016-05-26

Designations

• Certified Financial Planner

Other Names

• Brendan Blake Archibald
• Brandon Archibald