Garret Ring

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

• 01/2018 → 08/2019
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 08/2015 → 12/2017
  Ca State University-Long Beach
  Long Beach, CA
• 08/2015 → 01/2017
  New Frontier Group
  Rancho Santa Margarita, CA
• 01/2017 → 05/2017
  Richmond The American University In London
  Kensington
• 09/2019 → 02/2021
  Edward Jones
  St.LOuis, MO
• 03/2021 → 06/2022
  None
  Oceanside, CA
• 07/2022 → 04/2025
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 01/2023 → 07/2024
  Tmf Investments, Llc
  Alexandria, VA
• 04/2025 → Present
  Mercer Global Advisors Inc.
  San Diego, CA

Previous Registrations

• 2022-08-08 → 2025-04-16
  Motley Fool Wealth Management, Llc
  Santa Ana, CA
  Alexandria, VA
• 2019-09-23 → 2021-02-05
  Edward Jones
  Trabuco Canyon, CA
  St Louis, MO
  Laguna Niguel, CA
  Mission Viejo, CA
• 2018-10-26 → 2019-08-05
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22

Other Names

• Garret Stan Ring
• Garret Stan Ring