Charles Michael Pastor

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

• 09/2016 → 11/2019
  Sweet Success, Inc.
  Thornton, CO
• 11/2017 → 04/2018
  Makeena, Inc.
  Boulder, CO
• 07/2017 → 08/2019
  Tri-State Generation And Transmission Association
  Westminster, CO
• 08/2020 → 11/2020
  Registria
  Denver, CO
• 08/2017 → 05/2021
  University Of Colorado At Boulder
  Boulder, CO
• 08/2013 → 05/2017
  Horizon High School
  Thornton, CO
• 08/2016 → 12/2020
  Enrich Finance, Inc.
  Denver, CO
• 05/2021 → 12/2021
  Damn Good Planning Llc
  Broomfield, CO
• 12/2021 → 01/2022
  Unemployed
  Broomfield, CO
• 01/2022 → 09/2024
  Intellicents Investment Solutions, Inc.
  Golden, CO
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Denver, CO
• 09/2024 → 12/2025
  Unemployed
  Denver, CO

Previous Registrations

• 2022-01-10 → 2024-09-23
  Intellicents Investment Solutions Inc
  Golden, CO
  Albert Lea, MN
• 2021-04-09 → 2021-12-06
  Damn Good Planning, Llc
  Thornton, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-25

Designations

• Certified Financial Planner

Other Names

• Charlie Pastor