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Stephanie Theresa Fernandes

Mercer Global Advisors Inc.

Stamford, CT

Denver, CO

CRD 6278828

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-10-03
LA RA APPROVED 2023-10-03
TX RA APPROVED 2023-10-03
  • CT RA
    APPROVED
    Since 2023-10-03
  • LA RA
    APPROVED
    Since 2023-10-03
  • TX RA
    APPROVED
    Since 2023-10-03

Branch Locations

Stamford, CT • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Valmark Securities, Inc Akron OH 10/2014 10/2017
Valmark Securities, Inc Akron OH 10/2017 06/2018
Verde Wealth Group, Llc Houston TX 10/2014 06/2018
Sanford C. Bernstein & Co., Llc. Houston TX 06/2018 02/2020
Mercer Global Advisors Inc. Houston TX 02/2020 09/2022
Mercer Global Advisors Inc. Houston TX 09/2022 10/2023
Mercer Global Advisors Inc. Houston TX 10/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-03
  • S66 Uniform Combined State Law Examination
    2018-03-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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