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Stephen Alan Crabb

Mercer Global Advisors Inc.

Denver, CO

Tigard, OR

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-03-30
  • OR RA
    APPROVED
    Since 2023-03-30

Branch Locations

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

12909 Sw 68Th Parkway Suite 230, Tigard, OR 97223 • 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
Kms Financial Services, Inc Seattle WA 09/2012 12/2016
Abrahamson Wealth Advisors, Pc Hillsboro OR 01/2017 06/2018
Lpl Financial, Llc Beaverton OR 08/2018 03/2020
Financial Advocates Investment Management Beaverton OR 09/2018 04/2021
Capitol Family Office, Inc. Beaverton OR 06/2018 03/2023
Mercer Global Advisors Inc. Portland OR 03/2023 Present
  • 09/2012 → 12/2016
    Kms Financial Services, Inc
    Seattle, WA
  • 01/2017 → 06/2018
    Abrahamson Wealth Advisors, Pc
    Hillsboro, OR
  • 08/2018 → 03/2020
    Lpl Financial, Llc
    Beaverton, OR
  • 09/2018 → 04/2021
    Financial Advocates Investment Management
    Beaverton, OR
  • 06/2018 → 03/2023
    Capitol Family Office, Inc.
    Beaverton, OR
  • 03/2023 → Present
    Mercer Global Advisors Inc.
    Portland, OR
Previous Registrations
  • 2021-02-01 → 2023-04-03
    Capitol Family Office, Inc.
    Beaverton, OR
  • 2018-09-27 → 2021-04-01
    Financial Advocates Investment Management
    Beaverton, OR
    Olympia, WA
  • 2012-12-18 → 2017-01-03
    Kms Financial Services, Inc.
    Hillsboro, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-17
  • S66 Uniform Combined State Law Examination
    2012-12-17
Designations

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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