Edward
Smyth

Mercer Global Advisors Inc

CRD#2698429
Investment Advisor
in Denver, CO

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About this Advisor

Edward Smyth is a financial advisor based in Denver, Colorado, working with Mercer Global Advisors Inc. Edward has previously held positions at Perennial Research LLC, Kingfisher Capital, LLC, and Mercer Global Advisors Inc. Edward has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Edward is part of Mercer Global Advisors Inc, which operates out of Denver, Colorado. 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 65

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

1200 17Th Street Suite 500
Denver, CO 80202

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

CO Average: 28
Total Number of Accounts

86,945

CO Average: 1,101
Average Account Size

$521,596

CO 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

Edward Smyth Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2009 - 2023 (14 years)

Kingfisher Capital, LLC

2004 - 2016 (12 years)

Perennial Research LLC

Disclosures

Please visit the SEC profile of Edward Smyth 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
David Ventura
Walnut Creek, CA
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Jennifer Kachmar
Denver, CO
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

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