Best Investors Account Sign in
Inactive

Sean Thomas Heidig

Mercer Global Advisors Inc.

Hockessin, DE

Denver, CO

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-13
DE RA APPROVED 2023-07-17
  • PA RA
    APPROVED
    Since 2024-08-13
  • DE RA
    APPROVED
    Since 2023-07-17

Branch Locations

7234 Lancaster Pike Suite 220A, Hockessin, DE 19707 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Mallard Financial Partners Newark DE 05/2018 06/2021
West Chester University West Chester PA 08/2013 04/2018
Merrill Lynch, Pierce, Fenner And Smith, Inc. Wayne PA 09/2016 05/2018
Mercer Global Advisors Inc. Hockessin DE 07/2023 Present
Mallard Financial Partners Newark DE 06/2021 06/2023
  • 05/2018 → 06/2021
    Mallard Financial Partners
    Newark, DE
  • 08/2013 → 04/2018
    West Chester University
    West Chester, PA
  • 09/2016 → 05/2018
    Merrill Lynch, Pierce, Fenner And Smith, Inc.
    Wayne, PA
  • 07/2023 → Present
    Mercer Global Advisors Inc.
    Hockessin, DE
  • 06/2021 → 06/2023
    Mallard Financial Partners
    Newark, DE
Previous Registrations
  • 2022-03-17 → 2024-02-13
    Mallard Financial Partners Inc
    Newark, DE
  • 2021-11-23 → 2023-06-29
    Fiscalwise, Inc.
    Media, PA
Other Businesses

AlexisJordanDesigns; Not investment-related; 14 Dyanna Lane, Media, PA 19063; Online store; Co-Owner; 08/01/2021; Less than 5 hrs. per month; Sell customized products on Etsy, Inc.

Designations
Other Names
  • Sean Heidig

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

MATTHEW THOMAS HENAGHAN
Michael Morgan Tolliver
WILLIAM MATTHEW BURRIS
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Hockessin, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Hockessin, DE
OSAIC WEALTH, INC. · HOCKESSIN, DE
OSAIC WEALTH, INC. · Hockessin, DE
SHERPA CAPITAL MANAGEMENT · HOCKESSIN, DE
EDWARD JONES · HOCKESSIN, DE
INDEPENDENT FINANCIAL PARTNERS · Hockessin, DE
FOUNDERS FINANCIAL SECURITIES LLC · Hockessin, DE

More in Hockessin, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor