Theodore Panagiotopoulos

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

• 06/2016 → 01/2024
  Charles Schwab & Co., Inc.
  Naples, FL
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Boca Raton, FL

Previous Registrations

• 2016-07-19 → 2024-01-08
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Boston, MA
  Charlotte, NC
  Jersey City, NJ
  Framingham, MA
  Castro Valley, CA
  Lone Tree, CO
  Naples, FL
  Plantation, FL
  Plantation, FL
• 2007-01-03 → 2016-04-13
  Strategic Advisers Llc
  Merrimack, NH
  Atlanta, GA
  Boston, MA

Other Businesses

1. Rental property; Investment-related; 869-871 Robeson St., Fall River, MA 01720; 3-unit rental property; Owner; 04/16/2019; 1 hr. per month; Rent and maintain property. 2. Rental property; Investment-related; 1427 North Main St., Fall River, MA 01720; 3-unit rental property; Owner; 06/12/2018; 2 hrs. per month; Not involved in day-to-day operations as a local property management company oversees the property. 3. Southcoast Residential, LLC; Investment-related; 100 Bayview Drive, Unit 1825, Sunny Isles Beach, FL 33160; Real estate investment company; Owner; 11/10/2023; 2 hrs. per month; Work with property manager for general building maintenance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-20
• S63 Uniform Securities Agent State Law Examination
  1997-09-09

Other Names

• Ted Panagiotopoulos