Michael
Gandy
Mercer Global Advisors Inc
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About this Advisor
Michael Gandy is a financial advisor based in Walnut Creek, California, working with Mercer Global Advisors Inc. Michael has previously held positions at Van Eck Associates Corporation, Van Eck Securities Corporation, The Bank Of New York Mellon, Msci, Lpl Financial LLC, Fremont Bank, Mercer Global Advisors Inc, and Great Lakes Advisors. Michael has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in California. Currently, Michael is part of Mercer Global Advisors Inc, which operates out of Walnut Creek, California. 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
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
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
Michael Gandy Work History
Mercer Global Advisors Inc
Lpl Financial LLC
Fremont Bank
Great Lakes Advisors
Van Eck Associates Corporation
Van Eck Securities Corporation
Msci
The Bank Of New York Mellon
Disclosures
Please visit the SEC profile of Michael Gandy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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