Ryan Matthew Flurer

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

• 06/2014 → 12/2021
  Cordasco Financial Network, Inc.
  Naples, FL
• 01/2022 → 09/2023
  Mercer Global Advisors Inc.
  Southampton, PA
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Southampton, PA

Previous Registrations

• 2014-09-15 → 2022-07-12
  Cordasco Financial Network, Inc.
  Naples, FL
  Philadelphia, PA
  Southampton, PA
• 2014-10-01 → 2014-10-30
  Wisdom Planning, Llc
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-15