Stephen Frederick Cordasco

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 12/2021
  Cordasco Financial Network, Inc.
  Naples, FL
• 02/2012 → 12/2021
  Andrew Garrett,Inc
  New York, NY
• 02/2014 → 12/2021
  Wisdom Planning, Llc
  Naples, FL
• 01/2022 → 12/2025
  Mercer Global Advisors Inc.
  Naples, FL
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Naples, FL

Previous Registrations

• 2011-12-16 → 2022-07-12
  Cordasco Financial Network, Inc.
  Naples, FL
  Haddonfield, NJ
  Philadelphia, PA
• 2014-03-10 → 2021-01-04
  Wisdom Planning, Llc
  Philadelphia, PA
  Naples, FL
• 2013-06-20 → 2016-07-25
  West Shore Group, Llc
  Haddonfield, NJ
  Haddonfield, NJ
• 2012-03-20 → 2013-02-22
  Andrew Garrett Inc.
  Philadelphia, PA
  Naples, FL
  Boynton Beach, FL
  Naple, FL
  Anderson, SC
  Lake Worth, FL
• 2003-01-17 → 2012-01-05
  Rbc Capital Markets, Llc
  Philadelphia, PA
  Philadelphia, PA
• 1998-01-01 → 2003-01-22
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA

Other Businesses

MERCER ADVISORS, 405 FIFTH AVE. SOUTH , SUITE 5-A ,NAPLES, FL 34102 ,INVESTMENT ADVISOR,INVESTMENT RELATED YES,01/01/2022,40 HOURS PER WEEK. ANDREW GARRETT INC.; INVESTMENT RELATED: YES; 52 VANDERBILT AVE, STE 510, NEW YORK, NY 10017;REGISTERED INVESTMENT ADVISER/BROKER DEALER; MR. CORDASCO IS A REGISTERED REPRESENTATIVE OF ANDREW GARRETT INC.; START DATE: FEBRUARY 2012; LESS THAN 5 HOURS PER MONTH. Seven Seas Realty, owned by wife. She is 99% and Steve is 1%. She manages a beach house in NJ and one in Naples. She is a Real Estate Professional. She does the management. Steve's role is act as sounding board and bounce questions/advice. No hours during business day.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-10-19
• S63 Uniform Securities Agent State Law Examination
  1990-09-21