Mercer Global Advisors Inc

Investment Advisor
in Denver, CO

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About this Advisor

Timothy Joseph is a certified financial planner based in Denver, Colorado with 1 year of relevant experience. Joseph currently works for Mercer Global Advisors Inc. Over the course of their career, they have held roles at Rudney Solomon Cohen & Felzer, Metlife Securities Inc, Cordasco Financial Network, LLC, Andrew Garrett, Inc, Wisdom Planning, LLC and Mercer Global Advisors. Joseph holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Mercer Global Advisors Inc is a registered investment company based out of Denver, CO. The company has offices in 80 locations and a total of 900 advisors. It has $35 billion in assets under management across its 76,213 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are held by high-net-worth individuals who have greater than $1 million in assets. Mercer Global Advisors Inc provides a number of services, such as 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. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by Mercer Global Advisors Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

1 year

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


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


CO Average: 28
Total Number of Accounts


CO Average: 1,101
Average Account Size


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

Timothy Joseph Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Mercer Global Advisors

2017 - 2020 (3 years)

Wisdom Planning, LLC

2015 - 2021 (6 years)

Cordasco Financial Network, LLC

2015 - 2021 (6 years)

Andrew Garrett, Inc

2013 - 2015 (2 years)

Metlife Securities Inc

2011 - 2015 (4 years)

Rudney Solomon Cohen & Felzer

*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.


Please visit the SEC profile of Timothy Joseph 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

Rudolph Brandes
Denver, CO
Nicholas Campbell
Atlanta, GA
Justin Shane
Santa Barbara, CA
Chanelle Van Pelt
Santa Barbara, CA
Kristen Comeau
Denver, CO
James Roundy
Portland, OR
James Czirr
Denver, CO
Li Huang
New York, NY

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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