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Connor Nagelvoort

Mercer Global Advisors Inc.

Washington, DC

Denver, CO

CRD 7122396

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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
DC RA APPROVED 2025-10-07
  • DC RA
    APPROVED
    Since 2025-10-07

Branch Locations

Washington, DC • 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
Smallhd Cary NC 01/2015 10/2018
Unemployed Highlands Ranch CO 10/2018 05/2019
Fidelity Brokerage Services Llc Greenwood Village CO 05/2019 11/2020
Robinhood Financial Denver CO 11/2020 08/2022
Robinhood Markets, Inc Denver CO 06/2022 08/2022
Mercer Global Advisors Inc. Greenwood Village CO 11/2022 08/2023
Mercer Global Advisors Inc. Washington DC 09/2023 Present
  • 01/2015 → 10/2018
    Smallhd
    Cary, NC
  • 10/2018 → 05/2019
    Unemployed
    Highlands Ranch, CO
  • 05/2019 → 11/2020
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 11/2020 → 08/2022
    Robinhood Financial
    Denver, CO
  • 06/2022 → 08/2022
    Robinhood Markets, Inc
    Denver, CO
  • 11/2022 → 08/2023
    Mercer Global Advisors Inc.
    Greenwood Village, CO
  • 09/2023 → Present
    Mercer Global Advisors Inc.
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-21
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S65 Uniform Investment Adviser Law Examination
    2025-07-21
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Connor Bradford Nagelvoort
  • Connor Nagelvoort

View on SEC IAPD

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