Ryan Allen Frankel

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

• 06/2016 → 11/2016
  Jp Morgan Securities Llc
  Tampa, FL
• 12/2017 → 05/2018
  Capitalrock Financial Llc D/B/A Naples Wealth Planning
  Naples, FL
• 11/2016 → 02/2017
  Platinum Wealth Partners
  Tampa, FL
• 02/2017 → 12/2017
  Platinum Wealth Partners
  Tampa, FL
• 06/2018 → 02/2019
  Morgan Stanley
  Temple Terrace, FL
• 07/2018 → 02/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2019 → 08/2022
  Adcock Financial Group
  Tampa, FL
• 02/2019 → 08/2022
  Kestra Investment Services, Llc
  Tampa, FL
• 02/2019 → 08/2022
  Kestra Advisory Services, Llc
  Tampa, FL
• 08/2022 → 04/2025
  Mercer Global Advisors Inc
  Tampa, FL
• 04/2025 → 12/2025
  Mercer Global Advisors Inc.
  Tampa, FL
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Tampa, FL

Previous Registrations

• 2019-03-01 → 2022-08-18
  Kestra Advisory Services, Llc
  Tampa, FL
  Austin, TX
• 2018-07-11 → 2019-02-22
  Morgan Stanley
  Tampa, FL
• 2018-04-30 → 2018-05-09
  Capitalrock Financial, Llc
  Naples, FL
• 2017-04-20 → 2017-12-12
  Platinum Wealth Partners
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-10
• S65 Uniform Investment Adviser Law Examination
  2017-02-09

Designations

• Certified Financial Planner

Other Names

• Ryan A Frankel
• Ryan Frankel
• Ryan Allen Frankel