Richard Bradley Mundy

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

• 11/2012 → 01/2019
  Fidelity Brokerage Services Llc
  Irvine, CA
• 07/2018 → 01/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2019 → 12/2020
  Kays Financial Advisory Corp
  Atlanta, GA
• 12/2020 → 09/2022
  Mercer Global Advisors Inc.
  Atlanta, GA
• 09/2022 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2019-01-24 → 2021-01-04
  Kays Financial Advisory Corp
  Atlanta, GA
• 2018-07-13 → 2019-01-29
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-08-07 → 2018-07-13
  Strategic Advisers Llc
  Irvine, CA
  Dunwoody, GA
• 2011-07-05 → 2012-11-29
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-06-30
• S63 Uniform Securities Agent State Law Examination
  2009-12-01

Designations

• Certified Financial Planner

Other Names

• Brad Mundy
• Bradley Mundy
• Richard Bradley Mundy
• Brad Bradley Mundy