Alice
Mcdermott

Mercer Global Advisors Inc

CRD#2932740
Investment Advisor
in Kahului, HI

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About this Advisor

Alice Mcdermott is a certified financial planner located in Kahului, Hawaii. Currently a registered advisor at Mercer Global Advisors Inc, Mcdermott has an impressive 23 years of professional experience. Mcdermott has a Series 65 license, designating them as an investment advisor representative. Mcdermott can work with investors based out of Hawaii. Over the course of their career, they have held roles at Financial & Investment Management Group, LTD and Mercer Global Advisors Inc. Mercer Global Advisors Inc is headquartered in Kahului, Hawaii, and has 49 other brick-and-mortar locations throughout the country. In aggregate, Mercer Global Advisors Inc manages $16 billion in assets covering 32,709 accounts and retains more than 403 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 30,747 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Mercer Global Advisors Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

444 Hana Hwy Suite D
Kahului, HI 96732

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$15,848,965,584

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

403

HI Average: 28
Total Number of Accounts

32,709

HI Average: 1,101
Average Account Size

$484,544

HI Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alice Mcdermott Work History

Alice has 23 years of experience.

2018 - Present (3 years)

Mercer Global Advisors Inc

1997 - Present (24 years)

Financial & Investment Management Group, LTD

Disclosures

Alice Mcdermott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mercer Global Advisors Inc

David Haman
Wayne, PA
Mendim Gecaj
New York, NY
Stephen Lee
Newport Beach, CA
Maxwell Nonisa
San Francisco, CA
Michael Johns
Sherman Oaks, CA
Javier Solis
Santa Barbara, CA
Steven Crevar
Hackensack, NJ
Brandon Wissinger
San Diego, CA

This content was compiled from the SEC and FINRA.

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