Brian Yannaccone

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

• 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

• 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