Hayley Safyan Block

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

• 10/2014 → 03/2021
  Charles Schwab & Co., Inc.
  Chicago, IL
• 03/2021 → 12/2023
  Lpl Financial, Llc
  Northbrook, IL
• 03/2021 → 01/2023
  Wealth Enhancement Group
  Plymouth, MN
• 03/2021 → 01/2023
  Wealth Enhancement Brokerage Sevices
  Plymouth, MN
• 03/2021 → 01/2023
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
• 01/2024 → 12/2025
  Mercer Global Advisors Inc.
  Libertyville, IL
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Libertyville, IL

Previous Registrations

• 2021-07-14 → 2023-12-13
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Itasca, IL
  Libertyville, IL
  Northbrook, IL

Other Businesses

1. Prosapient Ltd.; Investment-related; 1831 Belmont Drive, Libertyville, IL 60048; Consulting on industry trends; Consultant; 01/02/2023; 1hr. per month; Consulting on industry trends. 2. AlphaSights Ltd.; Investment-related; 1831 Belmont Drive, Libertyville, IL 60048; Consulting on industry trends; Consultant; 01/02/2023; 1hr. per month; Consulting on industry trends. 3. Gerson Lehrman Group Inc.; Investment-related; 1831 Belmont Drive, Libertyville, IL 60048; Consulting on industry trends; Consultant; 01/02/2023; 1hr. per month; Consulting on industry trends.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Hayley Safyan Block
• Hayley Block