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Frances Ellen Goldman

Mercer Global Advisors Inc.

Denver, CO

Washington, DC

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-02-14
  • DC RA
    APPROVED
    Since 2025-02-14

Branch Locations

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

4545 42Nd Street Nw Suite 314, Washington, DC 20016 • 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
Frango Financial Llc Washington DC 01/2009 12/2024
Mercer Global Advisors Inc. Washington DC 12/2024 Present
Previous Registrations
  • 2011-01-06 → 2025-03-24
    Frango Financial
    Washington, DC
Other Businesses

1.. New Israel Fund; Not investment-related; 1320 19th Street NW, Washington, DC 20036; Advance and protect liberal democracy in Israel; Member of the DC Leadership Council and the International Council; 01/01/2012; 0-3 hrs. per month; 0 hrs. during trading hours; Attend bi-monthly meetings, host events, provide financial support to the organization, and serve as a public ambassador to support the organization. 2. Fabrangen; Investment-related; 7750 16th Street NW, Washington, DC 20012; Religious organization; Chair, Investment Committee; 12/01/2013; 0-3 hrs. per month; 1 hr. during trading hours; Chair the Investment Committee that reports to the organization's Steering Committee (e.g., Board). The Investment Committee oversees the organizations investments pursuant to the approved Investment Policy Statement. 3. Avodah; Not investment-related; 2202 18th Street NW, # 175, Washington, DC 20009; Sparking Jewish leaders, igniting social change; Member of the DC Advisory Council; 01/01/2019; 0-3 hrs. per month; 0 hrs. during trading hours; Attend bi-monthly meetings, provide financial support to the organization, serve as a public ambassador to support the organization, and provide direct support to participants in the program.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-23
  • S65 Uniform Investment Adviser Law Examination
    2010-11-23
Designations

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