Anthony David Flores

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

• 08/2015 → 12/2018
  The Bad Manor Incorporated
  Athens, GA
• 07/2018 → 12/2018
  Morgan Stanley
  Athens, GA
• 08/2018 → 12/2018
  Pita Pit
  Athens, GA
• 01/2019 → 04/2025
  Fisher Investments
  Plano, TX
• 01/2015 → 01/2018
  University Of Georgia
  Athens, GA
• 10/2025 → Present
  Mercer Global Advisors Inc.
  Tampa, FL
• 04/2025 → 10/2025
  Unemployed
  Tampa, FL

Previous Registrations

• 2019-10-01 → 2025-04-30
  Fisher Investments
  Plano, TX
  Plano, TX
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-01

Other Names

• Tony David Flores