Steven Crevar

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

• 11/2013 → 09/2016
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 11/2013 → 09/2016
  Comprehensive Capital Management, Inc.
  Parsippany, NJ
• 09/2016 → 09/2018
  Summit Financial Resources
  Parsippany, NJ
• 09/2016 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 09/2016 → 10/2019
  Summit Risk Management, Inc.
  Parsippany, NJ
• 09/2018 → 10/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → 10/2019
  Summit Financial, Llc
  Parsippany, NJ
• 10/2019 → 02/2022
  Mercer Global Advisors Inc.
  Hackensack, NJ
• 04/2020 → 02/2022
  Mercer Global Advisors, Inc
  Hackensack, NJ
• 03/2022 → Present
  Mercer Global Advisors, Inc
  Hackensack, NJ

Previous Registrations

• 2019-01-03 → 2019-10-18
  Summit Financial, Llc
  Hoboken, NJ
• 2016-09-20 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Hoboken, NJ
• 2016-09-21 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2014-09-16 → 2016-09-13
  Comprehensive Capital Management, Inc.
  Boonton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-06-12

Designations

• Certified Financial Planner