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Nickolas Lorenzo Locicero

Mercer Global Advisors Inc.

Kaneohe, HI

Denver, CO

CRD 7198248

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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
HI RA APPROVED 2025-08-12
CA RA APPROVED 2024-07-23
  • HI RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2024-07-23

Branch Locations

Kaneohe, HI • 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
Beacon Pointe Advisors, Llc Newport Beach CA 10/2021 03/2023
Doordash, Inc. Fullerton CA 08/2019 08/2021
Instacart Fullerton CA 08/2019 08/2021
California State University, Fullerton Fullerton CA 08/2017 08/2019
Bouchon Bakery Yountville CA 05/2015 08/2017
Mercer Global Advisors Inc. Walnut Creek CA 03/2023 06/2024
Mercer Global Advisors Inc. Kaneohe HI 06/2024 11/2025
Mercer Global Advisors Inc. Kaneohe HI 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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