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Cameron Elizabeth Holt

Mercer Global Advisors Inc.

Sandy Springs, GA

Denver, CO

CRD 6953640

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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
GA RA APPROVED 2025-11-07
  • GA RA
    APPROVED
    Since 2025-11-07

Branch Locations

Sandy Springs, GA • 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. Sandy Springs GA 08/2021 05/2023
Mercer Global Advisors Inc. Sandy Springs GA 06/2023 02/2025
Mercer Global Advisors Inc. Sandy Springs GA 03/2025 Present
Wcm Global Wealth Greenville SC 05/2021 06/2021
Georgia College & State University Milledgeville GA 01/2018 12/2019
Morgan Stanley Atlanta GA 07/2018 08/2018
California Dreaming Duluth GA 06/2016 08/2019
Peachtree Ridge High School Suwanee GA 08/2013 05/2017
Georgia College & State Univeristy Milledgeville GA 08/2017 05/2021
  • 08/2021 → 05/2023
    Mercer Global Advisors Inc.
    Sandy Springs, GA
  • 06/2023 → 02/2025
    Mercer Global Advisors Inc.
    Sandy Springs, GA
  • 03/2025 → Present
    Mercer Global Advisors Inc.
    Sandy Springs, GA
  • 05/2021 → 06/2021
    Wcm Global Wealth
    Greenville, SC
  • 01/2018 → 12/2019
    Georgia College & State University
    Milledgeville, GA
  • 07/2018 → 08/2018
    Morgan Stanley
    Atlanta, GA
  • 06/2016 → 08/2019
    California Dreaming
    Duluth, GA
  • 08/2013 → 05/2017
    Peachtree Ridge High School
    Suwanee, GA
  • 08/2017 → 05/2021
    Georgia College & State Univeristy
    Milledgeville, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

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