Paul
Seidman

Mercer Global Advisors Inc

CRD#4711344
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Paul Seidman is a financial advisor based in Scottsdale, Arizona, working with Mercer Global Advisors Inc. Paul has previously held positions at Empowerment Financial Group, Ascendant Advisors, LLC, Alpha Cubed Investments, LLC, Tfi Portfolios, LLC, Rare Transportation LLC, 2Nd Chance Renewal, Platinum Asset Management Advisors LLC, Paul Seidman, Sole Proprietor, and Mercer Global Advisors Inc. Paul has passed the Series 66 regulatory exam and is registered to provide services in Arizona, District of Columbia, and Virginia. Currently, Paul is part of Mercer Global Advisors Inc, which operates out of Scottsdale, Arizona. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7033 East Greenway Parkway Suite 290
Scottsdale, AZ 85254

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

AZ Average: $2,349,664,866
Total Number of Employees

1,020

AZ Average: 28
Total Number of Accounts

86,945

AZ Average: 1,101
Average Account Size

$521,596

AZ Average: $2,134,119

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

Paul Seidman Work History

2021 - Present (3 years)

Mercer Global Advisors Inc

2018 - 2021 (3 years)

Mercer Global Advisors Inc

2015 - 2018 (3 years)

Alpha Cubed Investments, LLC

2014 - 2018 (4 years)

Alpha Cubed Investments, LLC

2012 - 2018 (6 years)

Ascendant Advisors, LLC

2011 - 2018 (7 years)

Tfi Portfolios, LLC

2009 - 2018 (9 years)

Empowerment Financial Group

2009 - 2018 (9 years)

Rare Transportation LLC

2009 - 2018 (9 years)

2Nd Chance Renewal

2009 - 2015 (6 years)

Platinum Asset Management Advisors LLC

2009 - 2018 (9 years)

Paul Seidman, Sole Proprietor

Disclosures

Please visit the SEC profile of Paul Seidman 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

Parshad Singh
Denver, CO
Jennifer Kachmar
Denver, CO
Kevin Dillon
Wayne, PA
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
David Haman
Wayne, PA
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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