Parshad
Singh

Mercer Global Advisors Inc

CRD#5060945
Investment Advisor
in Denver, CO

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About this Advisor

Parshad Singh is a financial advisor based in Denver, Colorado, working with Mercer Global Advisors Inc. Parshad has previously held positions at Lpl Financial LLC, Financial Steward Associates, LLC, Singh Advisory, LLC, and Mercer Global Advisors Inc. Parshad has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Parshad 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 63, 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

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

Parshad Singh Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2022 - Present (2 years)

Singh Advisory, LLC

2015 - 2018 (3 years)

Financial Steward Associates, LLC

2014 - 2023 (9 years)

Lpl Financial LLC

2014 - 2022 (8 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Parshad Singh 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

Kevin Dillon
Wayne, PA
David Haman
Wayne, PA
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Parshad Singh
Denver, CO
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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