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Xinyi Li Cresci

Mercer Global Advisors Inc.

Walnut Creek, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
CA RA APPROVED 2018-11-13
  • TX RA
    APPROVED
    Since 2023-08-23
  • CA RA
    APPROVED
    Since 2018-11-13

Branch Locations

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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
Hewins Financial Advisors, Llc Redwood City CA 09/2015 06/2018
Team Hewins, Llc Redwood City CA 05/2018 10/2018
Mercer Global Advisors Inc. Sunnyvale CA 10/2018 04/2020
Mercer Global Advisors Inc. Sunnyvale CA 04/2020 03/2022
Mercer Global Advisors Inc. Sunnyvale CA 03/2022 03/2023
Mercer Global Advisors Inc. Sunnyvale CA 03/2023 03/2024
Mercer Global Advisors Inc. Sunnyvale CA 03/2024 12/2025
Mercer Global Advisors Inc. Sunnyvale CA 01/2026 Present
Previous Registrations
  • 2018-05-29 → 2018-10-12
    Team Hewins, Llc
    Foster City, CA
  • 2016-07-13 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-29
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29
Designations
Other Names
  • Xinyi Li Cresci
  • Jojo Li
  • Jojo Li Cresci
  • Xinyi Li
  • Xinyi Cresci

View on SEC IAPD

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Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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