Duncan Jack Macdougall

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

• 06/2021 → 03/2023
  Mercer Global Advisors Inc.
  Denver, CO
• 07/2020 → 05/2021
  First National Bank Of Omaha
  Boulder, CO
• 09/2010 → 12/2016
  University Of Colorado
  Boulder, CO
• 07/2018 → 05/2020
  University Of Colorado Bookstore
  Boulder, CO
• 06/2015 → 12/2018
  Zepheira
  Erie, CO
• 03/2023 → 08/2023
  Mercer Global Advisors Inc.
  Denver, CO
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO
• 01/2024 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-26

Designations

• Certified Financial Planner