Courtney Kim Eastlack

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

• 08/1994 → 10/2023
  Tiaa
  Charlottesville, VA
• 08/1994 → 10/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlottesville, VA
• 09/2025 → 12/2025
  Mercer Global Advisors Inc.
  Earlysville, VA
• 10/2023 → 09/2025
  Unemployed
  Earlysville, VA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Earlysville, VA

Previous Registrations

• 2005-11-28 → 2023-10-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Omaha, NE
  Charlottesville, VA

Other Businesses

1. CKE Consulting, LLC; Non-investment related; Earlysville, VA; Executive consulting; Sole employee/principal; 02/2024; 8 hours per month; 3 hours per month during securities trading hours; Provides executive coaching services.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-23
• S63 Uniform Securities Agent State Law Examination
  1994-12-07