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Shawn Kim

Mercer Global Advisors Inc.

Denver, CO

Aliso Viejo, CA

Newport Beach, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-21
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

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

Aliso Viejo, CA • United States

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • 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
Mercer Global Advisors Inc. Aliso Viejo CA 05/2026 Present
Unemployed Aliso Viejo CA 01/2026 05/2026
Focus Financial Partners New York NY 02/2014 04/2017
G.rEsearch, Llc Rye NY 05/2017 02/2021
Gamco Investors, Inc. Rye NY 11/2017 02/2021
Hollencrest Capital Management Newport Beach CA 02/2021 07/2025
Manhattan West Asset Management, Llc Los Angeles CA 08/2025 01/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-27
  • S65 Uniform Investment Adviser Law Examination
    2021-10-27
Other Names
  • Shawn Young Kim

View on SEC IAPD

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