Brian Oberle

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

• 10/1994 → 06/2017
  Charles Schwab & Co., Inc.
  Towson, MD
• 06/2017 → 07/2019
  United Capital Financial Advisers
  Newport Beach, CA
• 07/2019 → 02/2022
  Goldman Sachs
  Bethesda, MD
• 02/2022 → Present
  Mercer Global Advisors Inc.
  Mclean, VA

Previous Registrations

• 2017-06-29 → 2022-03-14
  United Capital Financial Advisors
  Bethesda, MD
• 2004-10-22 → 2017-07-03
  Charles Schwab & Co., Inc.
  Columbia, MD
  Columbia, MD
  Towson, MD

Exams

• S66 Uniform Combined State Law Examination
  2004-10-21
• S65 Uniform Investment Adviser Law Examination
  1992-09-09
• S63 Uniform Securities Agent State Law Examination
  1992-07-21

Designations

• Certified Financial Planner

Other Names

• Brian David Oberle