Xinyi
Cresci
Mercer Global Advisors Inc
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About this Advisor
Xinyi Cresci is a financial advisor based in Walnut Creek, California, working with Mercer Global Advisors Inc. Xinyi has previously held positions at Hewins Financial Advisors, LLC, Ten Advertising, Team Hewins, LLC, and Mercer Global Advisors Inc. Xinyi has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Xinyi 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
Xinyi Cresci Work History
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Team Hewins, LLC
Mercer Global Advisors Inc
Hewins Financial Advisors, LLC
Hewins Financial Advisors, LLC
Ten Advertising
Disclosures
Please visit the SEC profile of Xinyi Cresci 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
Wayne, PA
Walnut Creek, CA
Denver, CO
Denver, CO
Dallas, TX
Portland, OR
New York, NY
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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