Kelly Justine Albert

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

• 06/2017 → 02/2020
  Bsi Corporate Benefits, Llc
  Bethlehem, PA
• 08/2013 → 05/2017
  Syracuse University
  Syracuse, NY
• 02/2020 → 04/2023
  Andesa Financial Management, Inc.
  Allentown, PA
• 04/2023 → Present
  Mercer Global Advisors Inc.
  Allentown, PA

Previous Registrations

• 2020-06-15 → 2023-05-09
  Andesa Financial Management, Inc.
  Allentown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-14

Designations

• Certified Financial Planner

Other Names

• Kelly Justine Sheptock