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Robert Anthony Medvey

Mercer Global Advisors Inc.

Denver, CO

Westport, CT

CRD 2513314

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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
MA RA APPROVED 2025-02-27
NH RA APPROVED 2023-08-25
TX RA APPROVED 2023-08-25
CT RA APPROVED 2022-04-04
  • MA RA
    APPROVED
    Since 2025-02-27
  • NH RA
    APPROVED
    Since 2023-08-25
  • TX RA
    APPROVED
    Since 2023-08-25
  • CT RA
    APPROVED
    Since 2022-04-04

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

965 Post Road East, Westport, CT 06880 • 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
Benmark, Inc. Fairfield CT 10/1995 02/2022
Mercer Global Advisors Inc. Westport CT 03/2022 Present
Previous Registrations
  • 2001-10-25 → 2022-06-17
    Benemark, Inc
    Westport, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-09
S65 Uniform Investment Adviser Law Examination 2000-05-01
  • S63 Uniform Securities Agent State Law Examination
    2001-08-09
  • S65 Uniform Investment Adviser Law Examination
    2000-05-01
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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