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Leslie Lachapelle Bennett

Mercer Global Advisors Inc.

Denver, CO

Houston, TX

CRD 6260246

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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
LA RA APPROVED 2026-03-02
TX RA APPROVED 2025-10-17
  • LA RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

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

5555 San Felipe St, Houston, TX 77027 • 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
The Vanguard Group, Inc. Malvern PA 10/2013 01/2025
Mercer Global Advisors Inc. Houston TX 10/2025 Present
Unemployed Montgomery TX 01/2025 10/2025
  • 10/2013 → 01/2025
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2025 → Present
    Houston, TX
  • 01/2025 → 10/2025
    Unemployed
    Montgomery, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-20
  • S63 Uniform Securities Agent State Law Examination
    2013-11-20
Designations
  • Certified Financial Planner
Other Names
  • Leslie Ann Lachapelle
  • Leslie Lachapelle Young
  • Leslie Bennett

View on SEC IAPD

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