Kent Duane Davis

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

• 06/2017 → 09/2018
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 08/2016 → 05/2017
  Thompson Greenspon Cpas
  Fairfax, VA
• 09/2018 → 01/2022
  Bernhardt Wealth Management
  Mclean, VA
• 01/2022 → Present
  Mercer Global Advisors
  Vienna, VA
• 08/2016 → 04/2017
  Thompson Greenspon
  Fairfax, VA

Previous Registrations

• 2018-10-24 → 2022-01-19
  Bernhardt Wealth Management, Inc.
  Mclean, VA
• 2017-06-27 → 2018-10-08
  Advocacy Wealth Management, Llc
  Herndon, VA
• 2015-07-20 → 2016-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD

Other Businesses

Name of the other business: Kent Davis, CPA Is it investment related: No Address: Home Office Nature of the other business: Tax preparation services Position: owner Start date: 3/22/2019 Approximate # of hours per month: 3 # of hours devoted to this business during trading hours: 0 Description of duties: I prepare income tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-18

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Kent D Davis