Brett Nolan Sizemore

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

• 09/2014 → 12/2017
  Boston Harbor Investment Management
  Bedford, MA
• 07/2026 → Present
  Mercer Global Advisors, Inc.
  Portland, OR
• 06/2015 → 08/2019
  Bmo Private Bank
  Tucson, AZ
• 09/2019 → 07/2026
  Self Employed
  Tucson, AZ

Previous Registrations

• 2014-09-16 → 2017-02-08
  Boston Harbor Investment Management
  Carmel, IN
  Bedford, MA
• 2012-01-03 → 2014-08-18
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2010-09-21 → 2011-12-31
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Indianapolis, IN
• 2008-10-01 → 2009-06-30
  Wfg Advisors, Lp
  Scottsdale, AZ
• 2006-08-01 → 2006-11-20
  Wfg Advisors, Lp
  Scottsdale, AZ
• 2006-05-04 → 2006-07-20
  Edward Jones
  Scottsdale, AZ
• 2006-04-17 → 2006-04-21
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-14
• S63 Uniform Securities Agent State Law Examination
  1988-06-21

Designations

• Certified Financial Planner