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Howard Andrew Kades

Mercer Global Advisors Inc.

Bryn Mawr, PA

Denver, CO

CRD 2321734

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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
LA RA APPROVED 2024-11-13
PA RA APPROVED 2024-10-30
TX RA APPROVED 2024-10-30
  • LA RA
    APPROVED
    Since 2024-11-13
  • PA RA
    APPROVED
    Since 2024-10-30
  • TX RA
    APPROVED
    Since 2024-10-30

Branch Locations

Bryn Mawr, PA • 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
Kades Financial, Inc. Radnor PA 05/1994 03/2017
Kades & Cheifetz, Llc Radnor PA 03/2017 10/2024
Mercer Global Advisors Inc. Berwyn PA 10/2024 Present
  • 05/1994 → 03/2017
    Kades Financial, Inc.
    Radnor, PA
  • 03/2017 → 10/2024
    Kades & Cheifetz, Llc
    Radnor, PA
  • 10/2024 → Present
    Mercer Global Advisors Inc.
    Berwyn, PA
Previous Registrations
  • 2017-03-09 → 2025-01-27
    Kades & Cheifetz, Llc
    Berwyn, PA
  • 1994-05-16 → 2016-12-31
    Kades Financial Inc
    Lafayette Hill, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-03
S63 Uniform Securities Agent State Law Examination 1993-09-14
  • S65 Uniform Investment Adviser Law Examination
    1994-02-03
  • S63 Uniform Securities Agent State Law Examination
    1993-09-14

View on SEC IAPD

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