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Kristen Anglea Revis

Mercer Global Advisors Inc.

Denver, CO

Leicester, NC

CRD 7320651

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-16
  • NC RA
    APPROVED
    Since 2025-10-16

Branch Locations

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

Leicester, NC • 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
Mercer Global Advisors Inc. Asheville NC 07/2022 03/2026
Starks Financial Group Asheville NC 10/2021 06/2022
Valta Inc. Charlotte NC 07/2021 07/2021
Fantastic Sams Candler NC 03/2015 06/2021
Mercer Global Advisors Inc. Asheville NC 04/2026 05/2026
Mercer Global Advisors Inc. Asheville NC 05/2026 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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