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Charlotte Leblanc

Mercer Global Advisors Inc.

Dallas, TX

Denver, CO

CRD 8020005

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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
TX RA APPROVED 2025-01-04
  • TX RA
    APPROVED
    Since 2025-01-04

Branch Locations

Dallas, TX • 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
Mercer Global Advisors Inc. Dallas TX 10/2024 Present
Fisher Investments Plano TX 06/2022 09/2024
Catholic Charities Of Dallas Dallas TX 11/2021 05/2022
University Of Dallas Irving TX 08/2019 12/2022
Dish At Dover Bay Dover ID 05/2022 08/2022
Uniquely Sandpoint Sandpoint ID 05/2022 08/2022
Kumon Irving TX 02/2022 05/2022
Cheddar's Scratch Kitchen Irving TX 02/2021 11/2021
University Of Dallas Irving TX 08/2019 12/2019
Cedar Point Bistro Sandpoint ID 04/2018 08/2019
High School Sandpoint ID 12/2014 04/2018
  • 10/2024 → Present
    Mercer Global Advisors Inc.
    Dallas, TX
  • 06/2022 → 09/2024
    Fisher Investments
    Plano, TX
  • 11/2021 → 05/2022
    Catholic Charities Of Dallas
    Dallas, TX
  • 08/2019 → 12/2022
    University Of Dallas
    Irving, TX
  • 05/2022 → 08/2022
    Dish At Dover Bay
    Dover, ID
  • 05/2022 → 08/2022
    Uniquely Sandpoint
    Sandpoint, ID
  • 02/2022 → 05/2022
    Kumon
    Irving, TX
  • 02/2021 → 11/2021
    Cheddar's Scratch Kitchen
    Irving, TX
  • 08/2019 → 12/2019
    University Of Dallas
    Irving, TX
  • 04/2018 → 08/2019
    Cedar Point Bistro
    Sandpoint, ID
  • 12/2014 → 04/2018
    High School
    Sandpoint, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-03
  • S65 Uniform Investment Adviser Law Examination
    2025-01-03

View on SEC IAPD

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