Sloan
Petereit
Mercer Global Advisors Inc
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About this Advisor
Sloan Petereit is a financial advisor based in Newport Beach, California, working with Mercer Global Advisors Inc. Sloan has previously held positions at Welch Financial Planning, LLC, Beacon Pointe Advisors, LLC, Student, Mercer Advisors, Touchsource, LLC, Mercer Global Advisors, and Mercer Global Advisors Inc. Sloan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sloan is part of Mercer Global Advisors Inc, which operates out of Newport Beach, 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
Sloan Petereit Work History
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors
Welch Financial Planning, LLC
Beacon Pointe Advisors, LLC
Student
Mercer Advisors
Student
Touchsource, LLC
Student
Disclosures
Please visit the SEC profile of Sloan Petereit 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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