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Tyler James Frank

Mercer Global Advisors Inc.

Saranac Lake, NY

Lake Placid, NY

CRD 7954640

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-21
  • NY RA
    APPROVED
    Since 2026-08-21

Branch Locations

Saranac Lake, NY • United States

55 Barn Road Suite 206, Lake Placid, NY 12946 • 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
N/A Vermillion SD 05/2014 05/2018
Immutrix Therapeutics Rapid City SD 06/2018 08/2019
Cnp Operating Centennial CO 09/2019 12/2019
Lambrides, Arnold, Moulthrop Montclaire NJ 02/2020 05/2021
Borgwarner Ithaca NY 10/2021 10/2023
Long Run Wealth Advisors Lake Placid NY 01/2024 01/2026
Long Run Wealth Advisors, Llc Lake Placid NY 01/2024 01/2026
N/A Syracuse NY 05/2021 09/2021
Mercer Global Advisors, Inc. Lake Placid NY 01/2026 Present
  • 05/2014 → 05/2018
    N/A
    Vermillion, SD
  • 06/2018 → 08/2019
    Immutrix Therapeutics
    Rapid City, SD
  • 09/2019 → 12/2019
    Cnp Operating
    Centennial, CO
  • 02/2020 → 05/2021
    Lambrides, Arnold, Moulthrop
    Montclaire, NJ
  • 10/2021 → 10/2023
    Borgwarner
    Ithaca, NY
  • 01/2024 → 01/2026
    Long Run Wealth Advisors
    Lake Placid, NY
  • 01/2024 → 01/2026
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
  • 05/2021 → 09/2021
    N/A
    Syracuse, NY
  • 01/2026 → Present
    Lake Placid, NY
Previous Registrations
  • 2024-08-06 → 2026-03-30
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

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