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Robert Philip Horwitz

Mercer Global Advisors Inc.

Portland, OR

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-18
  • OR RA
    APPROVED
    Since 2025-12-18

Branch Locations

3339 Se Division Street Suite B, Portland, OR 97202 • 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
Childfree Wealth Mount Juliet TN 11/2023 12/2024
Protected Investors Of America Portland OR 07/2023 11/2023
Money Quotient Portland OR 04/2016 06/2023
Thompson Advisory Services, Llc Portland OR 01/2025 12/2025
Mercer Global Advisors Inc. Portland OR 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-11
  • S65 Uniform Investment Adviser Law Examination
    2024-01-11
Designations

View on SEC IAPD

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