Richard W. Stout

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

• 02/2016 → 12/2025
  Private Client Services
  Old Lyme, CT
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Old Lyme, CT
• 08/2007 → 09/2024
  Benchmark Wealth Management, Llc
  Old Lyme, CT
• 02/2016 → 12/2016
  Greenwich Wealth Management, Llc
  Old Lyme, CT

Previous Registrations

• 2016-11-14 → 2025-09-10
  Benchmark Wealth Management, Llc
  Old Lyme, CT
• 2016-02-02 → 2017-01-04
  Greenwich Wealth Management, Llc
  Greenwich, CT
• 2007-08-15 → 2016-02-02
  Wells Fargo Advisors Financial Network, Llc
  Old Lyme, CT
• 2005-03-11 → 2007-09-06
  Rbc Capital Markets, Llc
  Hartford, CT
  Hartford, CT

Other Businesses

1. West Main Street, Inc.; Investment-related; P.O. Box 938, Old Lyme, CT 06371; Family-owned commercial real estate; Co-owner and President; 07/01/1997; 1hr. per month; 0 hrs. during trading hours; Collect and deposit mortgage payments, file annual corporate tax return, disburse proceeds to shareholders. 2. Town of Old Lyme - Pension Committee; Investment-related; 52 Lyme Street, Old Lyme, CT 06371; Committee that oversees the pension plan of the town of Old Lyme, CT; Committee Member; 06/09/2020; 1 hr. per month; 0 hrs. during trading hours; Provide industry-related input and experience to the oversight of the town's pension plan. 3. Private Client Services, LLC; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Broker-dealer; Registered Representative; 02/01/2016; 6 hrs. per month; Provide brokerage services. 4. Life, Accident, Heath, and Variable Life & Annuity Insurance License; Investment-related; 17 Matson Ridge, Old Lyme, CT 06371; Insurance sales; Insurance Producer; 12/01/2023; 0 hrs. per month; Holds active insurance licenses. 5. Client Trust A; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 07/2017; <5 hrs. per year. 6. Client Trust B; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 01/2011; <5 hrs. per year. 7. Client Trust C; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 07/2013; <5 hrs. per year. 8. Client Trust D; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 03/2011; <5 hrs. per year. 9. Client Trust E; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 01/2024; <5 hrs. per year. 10. Client Trust F; Investment-related; 83 Halls Road, Suite 201, Old Lyme, CT 06371; Trust; Trustee; 07/2008; <5 hrs. per year.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-27

Designations

• Certified Financial Planner

Other Names

• Richard W Stout
• Richard W Stout Iii
• Richard W Stout Lll
• Richard W Stout