Martin James Aspin

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

• 07/2016 → 03/2020
  The El Felix
  Alpharetta, GA
• 02/2020 → 05/2024
  Lpl Financial, Llc
  Atlanta, GA
• 02/2020 → 05/2024
  Delta Community Credit Union
  Atlanta, GA
• 06/2018 → 02/2020
  Lpl Financial, Llc
  Atlanta, GA
• 06/2018 → 02/2020
  Delta Community Credit Union
  Atlanta, GA
• 06/2024 → 05/2025
  Lido Advisors, Llc
  Atlanta, GA
• 05/2025 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2024-06-20 → 2025-05-29
  Lido
  Atlanta, GA
  Los Angeles, CA
  Atlanta, GA
• 2018-06-28 → 2024-06-14
  Lpl Financial Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Decatur, GA
  Atlanta, GA
• 2016-02-19 → 2016-07-06
  Strategic Advisers Llc
  Atlanta, GA
• 2013-12-17 → 2015-07-21
  Kalos Management
  Ponte Vedra Beach, FL
• 2010-07-15 → 2011-12-31
  Thrivent Investment Management Inc.
  Lawrenceville, GA
  Howey In The Hills, FL

Other Businesses

1. Life, Accident and Health, and Variable Life & Annuity Insurance Licenses; Investment related; Atlanta, GA; Active insurance licenses; Insurance Producer; 12/2023; Less than 1 hour per month; 0 hours during securities trading hours; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-28

Designations

• Certified Financial Planner

Other Names

• Martin James Aspin
• Martin Aspin