Ryan M Pennington

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

• 05/2022 → 04/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 06/2021 → 08/2021
  Scott Tucker Solutions, Inc
  Chicago, IL
• 05/2021 → 06/2021
  Unemployed
  Bartlett, IL
• 06/2019 → 08/2019
  Greco And Sons, Inc
  Bartlett, IL
• 05/2019 → 06/2019
  Unemployed
  Bartlett, IL
• 08/2018 → 05/2022
  University Of Iowa
  Iowa City, IA
• 08/2018 → 08/2018
  Ubs Financial Services
  Oakbrook, IL
• 06/2018 → 08/2018
  St. Andrews Golf And Country Club
  West Chicago, IL
• 06/2017 → 07/2017
  Party Central
  Bartlett, IL
• 07/2017 → 08/2017
  Unemployed
  Bartlett, IL
• 05/2018 → 06/2018
  Unemployed
  Bartlett, IL
• 05/2014 → 06/2017
  Unemployed
  Bartlett, IL
• 08/2014 → 05/2018
  St. Francis High School
  Wheaton, IL
• 01/2023 → 04/2023
  Morgan Stanley
  Temple Terrace, FL
• 05/2023 → 04/2024
  Lincoln Investment
  Fort Washington, PA
• 05/2023 → 04/2024
  Capital Analysts
  Fort Washington, PA
• 05/2024 → 12/2024
  Fisher Investments
  Tampa, FL
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Tampa, FL

Previous Registrations

• 2024-05-13 → 2024-12-12
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2023-05-26 → 2024-05-02
  Lincoln Investment
  Land O Lakes, FL
  Palm Beach Gardens, FL
• 2023-06-05 → 2024-05-02
  Capital Analysts
  Land O Lakes, FL

Other Businesses

1.) Life, Health, and Variable Contracts Insurance Licenses; Investment-related; Tampa, FL; Insurance; Insurance Producer; 07/21/2023; 0 hours per month; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-22
• S63 Uniform Securities Agent State Law Examination
  2022-09-21