Chad M Stauffer

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

• 03/2022 → 03/2023
  Ambassador Advisors Llc/ Faithward Capital
  Lancaster, PA
• 01/2016 → 03/2022
  Senior Wellness Services Llc
  Ephrata, PA
• 03/2023 → 09/2025
  Rkl Private Wealth
  Lancaster, PA
• 09/2025 → Present
  Mercer Global Advisors Inc.
  Stevens, PA

Previous Registrations

• 2023-08-07 → 2025-09-30
  Rkl Private Wealth
  Lancaster, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-07

Designations

• Chartered Financial Analyst