Sloan Fisher Petereit

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

• 01/2021 → 03/2021
  Welch Financial Planning, Llc
  Boulder, CO
• 03/2021 → 06/2022
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 03/2020 → 01/2021
  Student
  Boulder, CO
• 02/2020 → 03/2020
  Mercer Advisors
  Denver, CO
• 08/2019 → 01/2020
  Student
  Denver, CO
• 07/2018 → 08/2019
  Touchsource, Llc
  Lafayette, CO
• 08/2011 → 07/2018
  Student
  Denver, CO
• 06/2022 → 09/2023
  Mercer Global Advisors
  Newport Beach, CA
• 09/2023 → 03/2024
  Mercer Global Advisors Inc.
  Newport Beach, CA
• 03/2024 → 04/2025
  Mercer Global Advisors Inc.
  Newport Beach, CA
• 04/2025 → 10/2025
  Mercer Global Advisors Inc.
  Newport Beach, CA
• 10/2025 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 2021-08-27 → 2022-06-10
  Beacon Pointe Advisors, Llc
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-02

Designations

• Certified Financial Planner