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Lorraine Ann Eugenio

Mercer Global Advisors Inc.

Morristown, NJ

Denver, CO

CRD 7013049

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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
FL RA APPROVED 2024-02-20
NJ RA APPROVED 2023-12-12
TX RA APPROVED 2023-12-08
  • FL RA
    APPROVED
    Since 2024-02-20
  • NJ RA
    APPROVED
    Since 2023-12-12
  • TX RA
    APPROVED
    Since 2023-12-08

Branch Locations

67 Park Place East, Morristown, NJ 07960 • 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
Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning Clinton NJ 09/2018 10/2018
Brighton Financial Planning Clinton NJ 10/2009 12/2023
Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning Clinton NJ 01/2019 12/2023
Mercer Global Advisors Morrristown NJ 12/2023 Present
  • 09/2018 → 10/2018
    Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning
    Clinton, NJ
  • 10/2009 → 12/2023
    Brighton Financial Planning
    Clinton, NJ
  • 01/2019 → 12/2023
    Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning
    Clinton, NJ
  • 12/2023 → Present
    Mercer Global Advisors
    Morrristown, NJ
Previous Registrations
  • 2019-01-07 → 2024-02-06
    Brighton Financial Planning
    Basking Ridge, NJ
Designations
  • Certified Financial Planner
Other Names
  • Lorraine A Baker
  • Eugenio Lorraine
  • Lorraine Baker

View on SEC IAPD

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