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Tess Bradshaw

Mercer Global Advisors Inc.

New York, NY

Denver, CO

CRD 8244936

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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
NY RA APPROVED 2026-03-27
  • NY RA
    APPROVED
    Since 2026-03-27

Branch Locations

767 Third Avenue 37Th Floor, New York, NY 10017 • 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. New York NY 03/2026 Present
Brown Advisory New York NY 03/2025 03/2026
Brown Advisory Washington DC 05/2023 02/2025
Deloitte & Touche Llp Arlington VA 09/2021 05/2023
Elon University Elon NC 08/2017 05/2021
High School Severna Park MD 08/2013 05/2017
Unemployed Severna Park MD 05/2021 09/2021
  • 03/2026 → Present
    Mercer Global Advisors Inc.
    New York, NY
  • 03/2025 → 03/2026
    Brown Advisory
    New York, NY
  • 05/2023 → 02/2025
    Brown Advisory
    Washington, DC
  • 09/2021 → 05/2023
    Deloitte & Touche Llp
    Arlington, VA
  • 08/2017 → 05/2021
    Elon University
    Elon, NC
  • 08/2013 → 05/2017
    High School
    Severna Park, MD
  • 05/2021 → 09/2021
    Unemployed
    Severna Park, MD
Designations
  • Certified Financial Planner
Other Names
  • Tess Ellen Bradshaw

View on SEC IAPD

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