Hrachya Rich Davtyan

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

• 12/2017 → 04/2018
  Ubs Financial Services
  Westlake Village, CA
• 01/2015 → 12/2017
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 12/2014 → 12/2017
  Michael Trapani
  Los Angeles, CA
• 03/2015 → 12/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2018 → 05/2019
  Michael Waxberg
  Los Angeles, CA
• 04/2018 → 05/2019
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 06/2019 → 11/2020
  Mutual Securities, Inc.
  Camarillo, CA
• 06/2019 → 03/2021
  Argosy Wealth Management Corporation
  Los Angeles, CA
• 07/2020 → 09/2022
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 09/2022 → 09/2024
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 09/2024 → 12/2025
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Los Angeles, CA

Previous Registrations

• 2019-06-03 → 2021-03-12
  Argosy Wealth Management
  Los Angeles, CA
• 2018-04-17 → 2019-05-08
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2018-01-17 → 2018-04-03
  Ubs Financial Services Inc.
  Westlake Village, CA
• 2015-01-08 → 2017-12-15
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2014-06-02 → 2014-12-01
  Lpl Financial Llc
  Torrance, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-06-02

Designations

• Certified Financial Planner

Other Names

• Hrach Davtyan
• Rich Davtyan
• Hrachya Davtyan
• Rich Davtyan