Hilary Angela Daniel

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

• 04/2013 → 11/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2026 → Present
  Mercer Global Advisors Inc.
  Charlotte, NC
• 10/2015 → 11/2020
  Morton Malloy Realty
  Charlotte, NC
• 11/2020 → 04/2023
  Parsec Financial
  Asheville, NC
• 04/2023 → 09/2025
  Modera Wealth Management, Llc
  Westwood, NJ
• 09/2025 → 03/2026
  Motley Fool Wealth Management
  Alexandria, VA

Previous Registrations

• 2025-09-29 → 2026-04-20
  Motley Fool Wealth Management, Llc
  Charlotte, NC
  Alexandria, VA
• 2023-04-26 → 2025-09-02
  Modera Wealth Management, Llc
  Charlotte, NC
  Westwood, NJ
• 2021-03-09 → 2023-04-27
  Parsec Financial
  Asheville, NC
  Charlotte, NC
• 2020-06-30 → 2020-12-16
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2006-08-15 → 2011-04-08
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Purchase, NY
• 2005-10-27 → 2006-05-24
  Morgan Stanley Dw Inc.
  White Plains, NY
  White Plains, NY

Other Businesses

CAPITAL GAINS ATM RESOURCES LLC, 2430 CAIRNS MILL CT, CHARLOTTE NC 28269. ATM INSTALLATION / MAINTENANCE, FINANCIAL SERVICES ADJACENT BUT NOT CONFLICTING. PRIVATE COMPANY, CO-OWNER & CEO, START 01/05/2024, DEVOTE 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS;

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01
• S63 Uniform Securities Agent State Law Examination
  2013-05-01
• S65 Uniform Investment Adviser Law Examination
  2005-10-26

Designations

• Certified Financial Planner

Other Names

• Hilary Daniel