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Alexandra Mendoza

Mercer Global Advisors Inc.

Newport Beach, CA

Denver, CO

CRD 7329078

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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
OR RA APPROVED 2025-03-05
CA RA APPROVED 2025-01-10
TX RA APPROVED 2025-01-10
  • OR RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2025-01-10
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

Newport Beach, CA • 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
Mercer Global Advisors Inc. Newport Beach CA 02/2024 03/2026
Mercer Global Advisors Inc. Newport Beach CA 03/2023 02/2024
Mercer Global Advisors Inc. Newport Beach CA 06/2022 03/2023
California State University, Fullerton Fullerton CA 08/2018 06/2022
Capstone Pacific Investment Strategies West Covina CA 08/2021 05/2022
California State University, Fullerton Fullerton CA 08/2019 08/2020
Pearson Ncs Fullerton CA 04/2019 05/2022
Morgan Stanley Long Beach CA 02/2021 03/2021
Pearson Ncs Fullerton CA 06/2020 07/2020
Unemployed Long Beach CA 01/2015 08/2018
Mercer Global Advisors Inc Newport Beach CA 04/2026 Present
  • 02/2024 → 03/2026
    Mercer Global Advisors Inc.
    Newport Beach, CA
  • 03/2023 → 02/2024
    Mercer Global Advisors Inc.
    Newport Beach, CA
  • 06/2022 → 03/2023
    Mercer Global Advisors Inc.
    Newport Beach, CA
  • 08/2018 → 06/2022
    California State University, Fullerton
    Fullerton, CA
  • 08/2021 → 05/2022
    Capstone Pacific Investment Strategies
    West Covina, CA
  • 08/2019 → 08/2020
    California State University, Fullerton
    Fullerton, CA
  • 04/2019 → 05/2022
    Pearson Ncs
    Fullerton, CA
  • 02/2021 → 03/2021
    Morgan Stanley
    Long Beach, CA
  • 06/2020 → 07/2020
    Pearson Ncs
    Fullerton, CA
  • 01/2015 → 08/2018
    Unemployed
    Long Beach, CA
  • 04/2026 → Present
    Mercer Global Advisors Inc
    Newport Beach, CA
Designations
  • Certified Financial Planner
Other Names
  • Alexandra Bryn Mendoza
  • Alexandra B Mendoza

View on SEC IAPD

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