Thomas Creighton Cassidy

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

• 12/2004 → 10/2017
  Univest Bank And Trust Co.
  Souderton, PA
• 10/2017 → 01/2024
  Peoples Security Bank & Trust
  Scranton, PA
• 07/2026 → Present
  Mercer Global Advisors Inc.
  Radnor, PA
• 01/2024 → 07/2026
  Unemployed
  West Chester, PA

Previous Registrations

• 2016-10-17 → 2017-09-27
  Girard Advisory Services, Llc
  Souderton, PA
• 2002-11-04 → 2005-01-14
  Pricewaterhousecoopers Investment Advisers Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-20
• S63 Uniform Securities Agent State Law Examination
  1994-07-13

Designations

• Certified Financial Planner

Other Names

• Tom Cassidy