Austin S Minor

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

• 01/2021 → 07/2021
  Unemployed
  Lyman, ME
• 07/2021 → 05/2022
  Fidelity Investments
  Merrimack, NH
• 05/2022 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, ME
• 05/2022 → 03/2023
  Bank Of America, N.A.
  Portland, ME
• 03/2023 → 01/2024
  Guidance Point Advisors, Llc
  Wellesley, MA
• 03/2023 → 01/2024
  Guidance Point Retirement Services, Llc
  Portland, ME
• 06/2024 → Present
  Mercer Global Advisors Inc.
  Woodbridge, CT
• 02/2024 → 06/2024
  Unemployed
  Somersworth, NH
• 03/2016 → 01/2021
  Td Ameritrade
  Burlington, MA

Previous Registrations

• 2023-03-14 → 2024-02-01
  Guidance Point Advisors, Llc
  Portland, ME
  Wellesley, MA
• 2023-03-14 → 2024-01-31
  Guidance Point Retirement Services, Llc
  Portland, ME
• 2022-06-30 → 2023-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, ME
• 2021-11-02 → 2022-04-13
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2016-04-05 → 2021-01-11
  Td Ameritrade, Inc.
  Burlington, MA
• 2016-04-05 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Burlington, MA
  Burlington, MA
• 2014-05-07 → 2016-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
  Lincoln, RI
• 2012-08-30 → 2014-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2012-02-14 → 2012-06-14
  Waddell & Reed
  Portsmouth, NH

Exams

• S66 Uniform Combined State Law Examination
  2012-02-13

Other Names

• Austin Scott Minor
• Austin S Minor