Rachel Roach

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

• 08/2022 → 03/2024
  Mercer Global Advisors Inc.
  Hockessin, DE
• 03/2024 → 03/2026
  Mercer Global Advisors Inc.
  Hockessin, DE
• 11/2018 → 08/2022
  Mallard Advisors, Llc
  Hockessin, DE
• 09/2015 → 05/2019
  University Of Delaware
  Newark, DE
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Hockessin, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-30

Designations

• Certified Financial Planner

Other Names

• Rachel Sue Roach