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Elizabeth Dahlberg

Mercer Global Advisors Inc.

Denver, CO

Sacramento, CA

Roseville, CA

CRD 8275355

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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 2026-05-21
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

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

Sacramento, CA • United States

3741 Douglas Boulevard Suite 130, Roseville, CA 95661 • 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. Sacramento CA 05/2026 Present
Mercer Global Advisors Inc. Santa Barbara CA 03/2021 03/2024
California Retina Consultants Santa Barbara CA 05/2019 03/2021
Military Family Stationed Abroad Bury St. Edmunds 03/2024 05/2026
Westmont College Santa Barbara CA 08/2015 05/2019
  • 05/2026 → Present
    Mercer Global Advisors Inc.
    Sacramento, CA
  • 03/2021 → 03/2024
    Mercer Global Advisors Inc.
    Santa Barbara, CA
  • 05/2019 → 03/2021
    California Retina Consultants
    Santa Barbara, CA
  • 03/2024 → 05/2026
    Military Family Stationed Abroad
    Bury St. Edmunds
  • 08/2015 → 05/2019
    Westmont College
    Santa Barbara, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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