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Kelly Justine Albert

Mercer Global Advisors Inc.

Allentown, PA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-06
TX RA APPROVED 2023-04-06
  • PA RA
    APPROVED
    Since 2023-04-06
  • TX RA
    APPROVED
    Since 2023-04-06

Branch Locations

4905 Hamilton Blvd., Allentown, PA 18106 • 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
Bsi Corporate Benefits, Llc Bethlehem PA 06/2017 02/2020
Syracuse University Syracuse NY 08/2013 05/2017
Andesa Financial Management, Inc. Allentown PA 02/2020 04/2023
Mercer Global Advisors Inc. Allentown PA 04/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-14
  • S65 Uniform Investment Adviser Law Examination
    2020-06-14
Designations
Other Names
  • Kelly Justine Sheptock

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

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