Steven
Berkson
Mercer Global Advisors Inc
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About this Advisor
Steven Berkson is a certified financial planner working out of Denver, Colorado who has 1 year of industry experience. Berkson is an advisor for Mercer Global Advisors Inc. During their career, Berkson has held roles at Mercer Global Advisors Inc, Steven M. Berkson, Cpa A Professional Corp and Berkson Asset Management, Inc. Berkson is approved to advise clients in California. Mercer Global Advisors Inc is an advisory firm operating out of Denver, CO. The company has offices in 80 locations and a total of 900 people on staff. It handles $35 billion in total assets among its 76,213 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 89 charities and foundations. Of its 76,213 client accounts, 34% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a wide set 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 largely are based on which services the firm provides the client. However, fees charged by Mercer Global Advisors Inc can include any combination of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$35,141,673,366
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
900
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,213
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$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
Steven Berkson Work History
Steven has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Steven M. Berkson, Cpa A Professional Corp
Berkson Asset Management, Inc
*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 Steven Berkson 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
Atlanta, GA
Denver, CO
Houston, TX
Denver, CO
Denver, CO
Denver, CO
Walnut Creek, CA
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.
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