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Stephen Wayne Engle

Mercer Global Advisors Inc.

Portland, OR

Denver, CO

CRD 6547521

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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
OR RA APPROVED 2025-12-18
  • OR RA
    APPROVED
    Since 2025-12-18

Branch Locations

Portland, OR • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Thompson Advisory Services, Llc Portland OR 06/2015 12/2025
The Engle Group Dba Elr Legal Search Portland OR 09/2009 03/2019
Mercer Global Advisors Inc. Portland OR 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-26
  • S65 Uniform Investment Adviser Law Examination
    2015-12-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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