Denise
Rhodey
Mercer Global Advisors Inc
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About this Advisor
Denise Rhodey is a financial advisor based in Scottsdale, Arizona who has 9 years of relevant experience. Rhodey works at Mercer Global Advisors Inc. During their career, Rhodey has held roles at Mercer Advisors Inc and Mercer Global Advisors Inc. Rhodey has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Arizona and California. Mercer Global Advisors Inc is a financial advisory business headquartered in Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It oversees $35 billion in total assets among its 76,213 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 89 charitable organizations. Of its 76,213 accounts, 34% are held by high-net-worth individuals who have more than $1 million in investable assets. Mercer Global Advisors Inc performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Mercer Global Advisors Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Denise Rhodey Work History
Denise has been registered as a financial advisor for 9 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Advisors Inc
Mercer Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denise Rhodey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Walnut Creek, CA
Boulder, CO
Denver, CO
Santa Barbara, CA
Santa Barbara, CA
Denver, CO
Vienna, VA
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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