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Andrew Winn Shannon

Mercer Global Advisors Inc.

Denver, CO

Atlanta, GA

CRD 6499230

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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
FL RA APPROVED 2022-01-10
GA RA APPROVED 2022-01-04
TX RA APPROVED 2021-12-16
  • FL RA
    APPROVED
    Since 2022-01-10
  • GA RA
    APPROVED
    Since 2022-01-04
  • TX RA
    APPROVED
    Since 2021-12-16

Branch Locations

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

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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
Mercer Global Advisors Atlanta GA 01/2021 03/2022
Mercer Global Advisors Inc. Atlanta GA 03/2022 Present
Resource Planning Group Atlanta GA 03/2016 12/2017
Na Atlanta GA 12/2017 01/2019
Mercer Global Advisors Inc. Atlanta GA 01/2018 09/2018
Mercer Global Advisors Inc. Atlanta GA 09/2018 01/2021
Designations
  • Certified Financial Planner

View on SEC IAPD

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