Dakota Endres

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

• 11/2019 → 05/2024
  Morgan Stanley
  Gilbert, AZ
• 08/2018 → 11/2019
  Thirsty Lion Gastropub
  Tempe, AZ
• 08/2017 → 08/2018
  Lazy Dog Cafe
  Thousand Oaks, CA
• 04/2016 → 05/2017
  Thirsty Lion Gastropub
  Gilbert, AZ
• 05/2017 → 08/2017
  Extended Travel
  N/A, AZ
• 05/2020 → 05/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2024 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 08/2024 → 12/2024
  Bank Of America, N.A.
  Chandler, AZ
• 12/2024 → Present
  Mercer Global Advisors Inc.
  Mesa, AZ

Previous Registrations

• 2024-07-31 → 2024-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2020-01-23 → 2024-06-07
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Other Names

• Dakota Jacob Endres