Lindsay Michelle Stuart

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

• 08/2013 → 04/2018
  Charles Schwab & Co., Inc.
  Portland, OR
• 08/2015 → 04/2018
  Charles Schwab Bank
  Portland, OR
• 04/2018 → 09/2025
  Moss Adams Wealth Advisors Llc
  Portland, OR
• 09/2025 → 03/2026
  Mercer Global Advisors Inc.
  Portland, OR
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Portland, OR

Previous Registrations

• 2018-10-09 → 2025-09-15
  Threadline Wealth
  Portland, OR
  Bellevue, WA
• 2017-06-26 → 2018-04-20
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Lake Oswego, OR

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-11-22

Designations

• Certified Financial Planner

Other Names

• Lindsay Michelle Stuart
• Lindsay Michelle Furches