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Paul David Seigle

Mercer Global Advisors Inc.

Denver, CO

Denver, CO

CRD 2919930

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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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

1200 17Th Street Suite 500 Denver, Co, Usa, 80202, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Victory Financial Management Ltd. Annapolis MD 09/2004 12/2020
Mercer Global Advisors Inc. Denver CO 03/2023 Present
Mercer Global Advisors Inc Denver CO 01/2021 03/2023
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-12
  • S63 Uniform Securities Agent State Law Examination
    1999-01-12
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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