David Bradley Allen

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

• 06/2013 → 10/2021
  Private Asset Management, Inc.
  San Diego, CA
• 11/2021 → 07/2023
  Private Asset Management, Inc.
  San Diego, CA
• 08/2023 → 10/2023
  Mercer Global Advisors Inc
  San Diego, CA
• 10/2023 → 09/2024
  Mercer Global Advisors Inc.
  San Diego, CA
• 09/2024 → Present
  Mercer Global Advisors Inc.
  San Diego, CA

Previous Registrations

• 2013-11-12 → 2024-03-15
  Private Asset Management Inc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-12

Designations

• Chartered Financial Analyst