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Charles Huntoon Recchion

Mercer Global Advisors Inc.

Denver, CO

San Francisco, CA

CRD 8149954

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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 2025-08-25
  • CA RA
    APPROVED
    Since 2025-08-25

Branch Locations

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

100 Pine Street Suite 2150, San Francisco, CA 94111 • 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. San Francisco CA 06/2025 Present
University Of Arizona Tucson AZ 08/2013 05/2017
Unemployed Tucson AZ 05/2017 12/2017
Cambridge Associates Llc San Francisco CA 01/2018 12/2019
Cambridge Associates Llc San Francisco CA 01/2020 12/2020
Cambridge Associates Llc San Francisco CA 01/2021 10/2022
Point Olema Capital Partners San Francisco CA 11/2022 12/2024
Unemployed San Francisco CA 01/2025 06/2025
  • 06/2025 → Present
    San Francisco, CA
  • 08/2013 → 05/2017
    University Of Arizona
    Tucson, AZ
  • 05/2017 → 12/2017
    Unemployed
    Tucson, AZ
  • 01/2018 → 12/2019
    Cambridge Associates Llc
    San Francisco, CA
  • 01/2020 → 12/2020
    Cambridge Associates Llc
    San Francisco, CA
  • 01/2021 → 10/2022
    Cambridge Associates Llc
    San Francisco, CA
  • 11/2022 → 12/2024
    Point Olema Capital Partners
    San Francisco, CA
  • 01/2025 → 06/2025
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25

View on SEC IAPD

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