Best Investors Account Sign in
Inactive

Brian Yannaccone

Mercer Global Advisors Inc.

Orlando, FL

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-09

Branch Locations

Orlando, FL • 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
Mercer Global Advisors, Inc. Orlando FL 05/2026 Present
Personal Capital Advisors Corporation Denver CO 01/2016 03/2017
Personal Capital Denver CO 03/2017 04/2018
Personal Capital Advisors Corporation Orlando FL 04/2018 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 11/2025
Empower Financial Services, Inc Greenwood Village CO 07/2023 11/2025
Unemployed Oralndo FL 12/2025 03/2026
Oxford Wealth Group Orlando FL 03/2026 04/2026
  • 05/2026 → Present
    Mercer Global Advisors, Inc.
    Orlando, FL
  • 01/2016 → 03/2017
    Personal Capital Advisors Corporation
    Denver, CO
  • 03/2017 → 04/2018
    Personal Capital
    Denver, CO
  • 04/2018 → 04/2023
    Personal Capital Advisors Corporation
    Orlando, FL
  • 04/2023 → 11/2025
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 07/2023 → 11/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 12/2025 → 03/2026
    Unemployed
    Oralndo, FL
  • 03/2026 → 04/2026
    Oxford Wealth Group
    Orlando, FL
Previous Registrations
  • 2026-03-12 → 2026-05-01
    Oxford Wealth Group, Llc
    Orlando, FL
  • 2023-04-03 → 2025-11-25
    Empower Advisory Group, Llc
    Orlando, FL
    Greenwood Village, CO
    Greenwood Village, CO
  • 2016-01-19 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
    Orlando, FL
    Greenwood Village, CO
  • 2015-11-27 → 2015-12-15
    Edward Jones
    Denver, CO
    St Louis, MO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-03
S63 Uniform Securities Agent State Law Examination 2013-08-07
  • S66 Uniform Combined State Law Examination
    2015-10-03
  • S63 Uniform Securities Agent State Law Examination
    2013-08-07
Other Names
  • Brian M Yannaccone
  • Brian Michael Yannaccone

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor