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Stefani Kohler

Mercer Global Advisors Inc.

Santa Barbara, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-08-28
  • CA RA
    APPROVED
    Since 2014-08-28

Branch Locations

222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • 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
Mercer Global Advisors Inc. Santa Barbara CA 02/2014 06/2018
Mercer Global Advisors Inc. Santa Barbara CA 07/2018 08/2019
Mercer Global Advisors Inc Santa Barbara CA 08/2019 09/2021
Mercer Global Advisors, Inc Santa Barbara CA 09/2021 10/2023
Mercer Global Advisors Inc. Santa Barbara CA 10/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-28
  • S65 Uniform Investment Adviser Law Examination
    2014-08-28
Designations
Other Names
  • Stephanie Bucifal
  • Stefani Bucifal

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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