Ryan
Frankel
Mercer Global Advisors Inc
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About this Advisor
Ryan Frankel is a certified financial planner who works out of Denver, Colorado with 1 year of relevant experience. Frankel is on the advisory team at Mercer Global Advisors Inc. Over the course of their career, Frankel has held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Bonefish Grill, Sunpoint Home Loans, Ymca, Capitalrock Financial LLC D/B/A Naples Wealth Planning, Platinum Wealth Partners, Morgan Stanley, Morgan Stanley Private Bank, N.A, Adcock Financial Group, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and Mercer Global Advisors Inc. Frankel has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Mercer Global Advisors Inc is a firm that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 people on staff. It manages $35 billion in assets under management across its 76,213 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 76,213 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, including 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by Mercer Global Advisors Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
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
Ryan Frankel Work History
Ryan has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Adcock Financial Group
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Capitalrock Financial LLC D/B/A Naples Wealth Planning
Platinum Wealth Partners
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Platinum Wealth Partners
Sunpoint Home Loans
Bonefish Grill
Ymca
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Frankel 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
Denver, CO
Santa Barbara, CA
Santa Barbara, CA
Houston, TX
Denver, CO
New York, NY
Denver, CO
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
