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Tracey Lynne Turko

Mercer Global Advisors Inc.

Summerville, SC

CRD 2177958

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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
NH RA APPROVED 2023-08-25
OH RA APPROVED 2022-09-23
WI RA APPROVED 2022-09-23
IN RA APPROVED 2014-07-28
SC RA APPROVED 2014-03-27
MI RA APPROVED 2014-03-21
IL RA APPROVED 2008-07-03
  • NH RA
    APPROVED
    Since 2023-08-25
  • OH RA
    APPROVED
    Since 2022-09-23
  • WI RA
    APPROVED
    Since 2022-09-23
  • IN RA
    APPROVED
    Since 2014-07-28
  • SC RA
    APPROVED
    Since 2014-03-27
  • MI RA
    APPROVED
    Since 2014-03-21
  • IL RA
    APPROVED
    Since 2008-07-03

Branch Locations

Summerville, SC • 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. Novi MI 07/2019 03/2021
Mercer Global Advisors Inc. Livonia MI 10/2015 07/2019
Mercer Global Advisors Inc. Summerville SC 03/2021 12/2025
Mercer Global Advisors Inc. Summerville SC 01/2026 Present
Previous Registrations
  • 2005-05-16 → 2008-06-26
    Mercer Advisors
    Novi, MI
Designations
  • Certified Financial Planner
Other Names
  • Tracey Lehman
  • Tracey Turko
  • Tracey L. Turko
  • Tracey Lynne Lehman

View on SEC IAPD

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