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Bryan Andrew Strike

Mercer Global Advisors Inc.

Atlanta, GA

CRD 5097020

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-22
LA RA APPROVED 2021-01-04
TX RA APPROVED 2020-12-23
  • GA RA
    APPROVED
    Since 2021-10-22
  • LA RA
    APPROVED
    Since 2021-01-04
  • TX RA
    APPROVED
    Since 2020-12-23

Branch Locations

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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
Kays Financial Advisory Corp Atlanta GA 05/2012 12/2020
Mercer Global Advisors Inc. Atlanta GA 12/2020 06/2021
Mercer Global Advisors Inc. Atlanta GA 12/2021 03/2023
Mercer Global Advisors Inc. Atlanta GA 07/2021 12/2021
Mercer Global Advisors Inc. Atlanta GA 03/2023 03/2026
Mercer Global Advisors Inc. Atlanta GA 04/2026 Present
Previous Registrations
  • 2012-05-30 → 2021-01-04
    Kays Financial Advisory Corp
    Atlanta, GA
  • 2010-04-28 → 2012-05-08
    Commerce Wealth Advisers, Llc
    Atlanta, GA
  • 2006-05-09 → 2011-08-12
    Pricewaterhousecoopers Investment Advisers Llc
    Atlanta, GA
Other Businesses

Owner of Castlemark Designs, LLC in Woodstock, GA since 01/01/2020. Creates and sells woodworking products. Devotes 8 hours a month (0 hours during trading hours) to this activity and receives compensation. The activity is not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-05-28
S65 Uniform Investment Adviser Law Examination 2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    2010-05-28
  • S65 Uniform Investment Adviser Law Examination
    2006-05-08
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
  • Chartered Financial Analyst
Other Names
  • Bryan Strike

View on SEC IAPD

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