Nancy
Hudak
Mercer Global Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Nancy Hudak is a financial advisor based in Scottsdale, Arizona with a total of 7 years of relevant experience. Hudak is an employee of Mercer Global Advisors Inc. Over the course of their career, Hudak has held roles at Mercer Advisors Inc and Mercer Global Advisors Inc. Hudak has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Arizona and Texas. Mercer Global Advisors Inc is a registered investment business that has its headquarters in Denver, CO. The firm has offices in 80 locations and a total of 900 financial advisors. It controls $35 billion in total assets between its 76,213 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a diverse range 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types billed by Mercer Global Advisors Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Nancy Hudak Work History
Nancy has been registered as a financial advisor for 7 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global 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 Nancy Hudak 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
Denver, CO
Santa Barbara, CA
Boulder, CO
Atlanta, GA
Vienna, VA
New York, NY
Denver, CO
Walnut Creek, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
