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Renee Elizabeth Pichette

Mercer Global Advisors Inc.

Boulder, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-11-02
CO RA APPROVED 2019-04-01
  • KS RA
    APPROVED
    Since 2022-11-02
  • CO RA
    APPROVED
    Since 2019-04-01

Branch Locations

2595 Canyon Blvd Suite 320, Boulder, CO 80302 • 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
Confluence Financial Advisors Boulder CO 05/2016 11/2018
Mercer Global Advisors Inc. Boulder CO 03/2019 02/2020
Mercer Global Advisors Inc. Boulder CO 02/2020 03/2021
Confluence Financial Advisors Boulder CO 11/2018 03/2019
Mercer Global Advisors Inc. Boulder CO 03/2021 07/2022
Mercer Global Advisors Inc. Boulder CO 07/2022 04/2025
Mercer Global Advisors Inc. Boulder CO 04/2025 Present
Previous Registrations
  • 2018-08-27 → 2020-03-31
    Confluence Financial Advisors
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-18
  • S65 Uniform Investment Adviser Law Examination
    2018-08-18
Designations

View on SEC IAPD

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