Michael Lamb

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

• 09/2008 → 01/2025
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 01/2025 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX
• 01/2025 → 11/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → 05/2026
  Lamb And Company Ventures, Llc
  Roswell, GA
• 01/2024 → 05/2026
  Lamb And Company Endeavors, Inc.
  Roswell, GA
• 07/2026 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2025-02-07 → 2025-11-28
  Cetera Investment Advisers Llc
  Roswell, GA
  El Segundo, CA
• 2008-11-20 → 2024-01-10
  Charles Schwab & Co., Inc.
  San Diego, CA
  Jacksonville, FL
  Atlanta, GA
  Atlanta, GA
  San Francisco, CA
• 2008-03-03 → 2008-08-05
  Edward Jones
  Gainesville, FL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-02-07

Other Names

• Michael Levonia Lamb
• Michael Levona Lamb