Darren Gee

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

• 12/2015 → 10/2018
  Jp Morgan Securities Llc
  San Francisco, CA
• 12/2015 → 02/2017
  Jpmorgan Chase Bank
  San Francisco, CA
• 09/2015 → 09/2017
  California State University
  Hayward, CA
• 02/2017 → 10/2018
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 10/2018 → 07/2024
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 10/2018 → 07/2024
  Charles Schwab Bank
  San Francisco, CA
• 07/2024 → 08/2025
  Lpl Financial Llc
  South San Francisco, CA
• 07/2024 → 08/2025
  Stratos Wealth Partners, Ltd
  Redwood City, CA
• 09/2025 → Present
  Mercer Global Advisors Inc.
  South San Francisco, CA

Previous Registrations

• 2024-07-31 → 2025-08-27
  Stratos Wealth Partners, Ltd
  Redwood City, CA
• 2019-01-01 → 2024-07-30
  Charles Schwab & Co., Inc.
  Westlake, TX
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-28
• S63 Uniform Securities Agent State Law Examination
  2016-02-05

Designations

• Certified Financial Planner