Kent Anthony Thomson

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

• 09/2014 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2014 → 11/2018
  Bank Of America, N.A.
  Chandler, AZ
• 11/2018 → 09/2021
  Morgan Stanley
  Gilbert, AZ
• 09/2022 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 10/2016 → 10/2019
  Grand Canyon University
  Phoenix, AZ
• 11/2021 → 05/2022
  Mogel
  Scottsdale, AZ
• 05/2022 → 09/2022
  Fountain
  Mesa, AZ
• 09/2021 → 11/2021
  Unemployed
  Mesa, AZ
• 11/2022 → 10/2025
  Bank Of America N.A.
  Chandler, AZ
• 10/2025 → Present
  Mercer Global Advisors Inc.
  Mesa, AZ

Previous Registrations

• 2022-10-31 → 2025-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Chandler, AZ
• 2018-12-14 → 2021-09-29
  Morgan Stanley
  Gilbert, AZ
  Purchase, NY
  Gilbert, AZ
• 2014-11-13 → 2018-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12

Other Names

• Kent Anthony Thomson
• Kent A Thomson