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Anthony M Strittholt

Mercer Global Advisors Inc.

Loveland, OH

CRD 2372250

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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
IN RA APPROVED 2026-06-10
PA RA APPROVED 2026-04-22
OH RA APPROVED 2025-11-17
  • IN RA
    APPROVED
    Since 2026-06-10
  • PA RA
    APPROVED
    Since 2026-04-22
  • OH RA
    APPROVED
    Since 2025-11-17

Branch Locations

Loveland, OH • 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
American Century Investments Loveland OH 08/2014 02/2023
Wealth Enhancement Group Loveland OH 08/2023 07/2024
Mcg Securities Llc Loveland OH 03/2023 08/2023
Mercer Global Advisors Inc. Loveland OH 10/2025 Present
Wealth Enhancement Group Mason OH 07/2024 10/2025
  • 08/2014 → 02/2023
    American Century Investments
    Loveland, OH
  • 08/2023 → 07/2024
    Wealth Enhancement Group
    Loveland, OH
  • 03/2023 → 08/2023
    Mcg Securities Llc
    Loveland, OH
  • 10/2025 → Present
    Loveland, OH
  • 07/2024 → 10/2025
    Wealth Enhancement Group
    Mason, OH
Previous Registrations
Other Businesses

1. STRITT HOLDINGS, LLC - NON-INVESTMENT RELATED - 467 BOOTS LANE - OWNER - STARTED 03/21/23 - REFERRAL BUSINESS, SELL SIDE SERVICES. FARM BUSINESS HAY SALES. - 4 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-24
S63 Uniform Securities Agent State Law Examination 1993-08-26
  • S66 Uniform Combined State Law Examination
    2023-10-24
  • S63 Uniform Securities Agent State Law Examination
    1993-08-26
Other Names
  • Tony Michael Strittholt
  • Anthony Michael Strittholt
  • Anthony Strittholt

View on SEC IAPD

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