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Scott Douglas Below

Mercer Global Advisors Inc.

Denver, CO

Greenville, NC

CRD 1631445

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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
NC RA APPROVED 2024-11-04
  • NC RA
    APPROVED
    Since 2024-11-04

Branch Locations

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

Greenville, NC • 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
East Carolina University Greenville NC 08/1993 Present
Mercer Global Advisors Inc. Greenville NC 10/2024 Present
Kiely Wealth Advisory Group, Inc. Greenville NC 01/2000 10/2024
  • 08/1993 → Present
    East Carolina University
    Greenville, NC
  • 10/2024 → Present
    Greenville, NC
  • 01/2000 → 10/2024
    Kiely Wealth Advisory Group, Inc.
    Greenville, NC
Previous Registrations
  • 2024-07-12 → 2025-03-24
    Kiely Wealth Advisory Group, Inc.
    Greenville, NC
    Kernersville, NC
Other Businesses

1. East Carolina University; Investment-related; 501 E 10th Street, Greenville, NC 27858; Academics; Finance Professor; 08/18/1993; 40-60 hrs. per month from mid-August until early May, 0 hrs. per month from May through mid-August; 0 hrs. during trading hours; Teach online courses in Investments, Portfolio Management, and Managerial Finance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12

View on SEC IAPD

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