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Parker Richard Landolf

Mercer Global Advisors Inc.

Denver, CO

Walnut Creek, CA

CRD 8028865

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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
CA RA APPROVED 2025-01-23
  • CA RA
    APPROVED
    Since 2025-01-23

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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. Walnut Creek CA 06/2021 09/2021
Round Hill Country Club Alamo CA 04/2022 12/2022
Mercer Global Advisors Inc. Walnut Creek CA 06/2021 06/2024
Mercer Global Advisors Inc. Walnut Creek CA 06/2024 Present
Round Hill Country Club Alamo CA 04/2018 04/2022
University Of Redlands Redlands CA 08/2017 05/2021
Student Alamo CA 08/2013 05/2017
Designations
  • Certified Financial Planner

View on SEC IAPD

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