Joshua Matthew Fremit

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

• 06/2019 → 01/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2018 → 05/2019
  University Of Colorado Boulder
  Boulder, CO
• 05/2018 → 08/2018
  Fieldworks
  Boulder, CO
• 11/2017 → 06/2018
  University Of Colorado Boulder
  Boulder, CO
• 09/2017 → 11/2017
  Millennium Harvest House Hotel
  Boulder, CO
• 05/2017 → 08/2017
  Comfort Carpet Clean
  Fort Collins, CO
• 08/2016 → 05/2017
  University Of Colorado Boulder
  Boulder, CO
• 02/2021 → 04/2022
  Mercer Global Advisors Inc.
  Denver, CO
• 04/2022 → 08/2022
  Mariner Wealth Advisors
  Highlands Ranch, CO
• 08/2022 → 03/2023
  Mercer Global Advisors Inc
  Denver, CO
• 03/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Previous Registrations

• 2022-04-21 → 2022-08-22
  Mariner
  Highlands Ranch, CO
• 2021-02-26 → 2022-04-20
  Mercer Global Advisors Inc.
  Denver, CO
• 2020-08-25 → 2021-02-03
  Equitable Advisors, Llc
  Lakewood, CO

Other Businesses

1) 16329 E. Adriatic Place, LLC; Investment-related; 16392 E Adriatic Place, Aurora, CO 80013; Real Estate/ Rental Property; Owner; 08/2022;1-4 hours a month, none during trading; Duties include: bookkeeping. 2) 905 Osceola St. LLC; Investment-related; 905 Osceola Street, Denver, CO 80204; Real Estate; Manager; 01/2025; 1-3 hours a month, none during trading; Duties include: bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21

Designations

• Certified Financial Planner

Other Names

• Josh M Fremit
• Joshua M Fremit