Madeline
Bradley

Mercer Global Advisors Inc

CRD#7354807
Investment Advisor
in Portage, MI

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About this Advisor

Madeline Bradley is a financial advisor based in Portage, Michigan, working with Mercer Global Advisors Inc. Madeline has previously held positions at Gull Lake High School, Sundries, Michigan State University, Lana's Boutique, Sanford Advisory Services, and Mercer Global Advisors Inc. Madeline has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Madeline is part of Mercer Global Advisors Inc, which operates out of Portage, Michigan. 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 65

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

590 West Centre Avenue
Portage, MI 49024

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

MI Average: 28
Total Number of Accounts

86,945

MI Average: 1,101
Average Account Size

$521,596

MI 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

Madeline Bradley Work History

2024 - Present (0 year)

Mercer Global Advisors Inc

2022 - Present (2 years)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Sanford Advisory Services

2020 - 2020 (< 1 year)

Lana'S Boutique

2016 - 2020 (4 years)

Michigan State University

2016 - 2020 (4 years)

Lana'S Boutique

2014 - 2016 (2 years)

Sundries

2012 - 2016 (4 years)

Gull Lake High School

Disclosures

Please visit the SEC profile of Madeline Bradley 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
Sandra Laskowski
Denver, CO
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Jennifer Kachmar
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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