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Mikayla Jean Ploof

Mercer Global Advisors Inc.

Denver, CO

Lake Placid, NY

CRD 7990061

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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 2026-08-11
  • NY RA
    APPROVED
    Since 2026-08-11

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Nys Parks And Recreation Dept. Lake Placid NY 05/2013 10/2019
The Chapman Museum Glens Falls NY 11/2019 08/2020
Hex And Hop, Llc. Bloomingdale NY 08/2020 06/2022
Long Run Wealth Advisors Lake Placid NY 06/2022 12/2025
Long Run Wealth Advisors, Llc Lake Placid NY 09/2024 12/2025
Mercer Global Advisors Inc. Lake Placid NY 01/2026 Present
  • 05/2013 → 10/2019
    Nys Parks And Recreation Dept.
    Lake Placid, NY
  • 11/2019 → 08/2020
    The Chapman Museum
    Glens Falls, NY
  • 08/2020 → 06/2022
    Hex And Hop, Llc.
    Bloomingdale, NY
  • 06/2022 → 12/2025
    Long Run Wealth Advisors
    Lake Placid, NY
  • 09/2024 → 12/2025
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
  • 01/2026 → Present
    Lake Placid, NY
Previous Registrations
  • 2024-10-22 → 2026-03-30
    Long Run Wealth Advisors, Llc
    Lake Placid, NY
Other Businesses

Saranac Lake Free Library; Investment Related; 109 Main Street Saranac Lake NY 12983; Sit on Board of Trustees of the Saranac Lake Free Library; Board Member; 01/29/2025; 5 Hours per month; 0 hours during security trading hours; On the finance, events, and marketing committee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13
Other Names
  • Mikayla J Ploof

View on SEC IAPD

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