Steven
Crevar
Mercer Global Advisors Inc
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About this Advisor
Steven Crevar is a certified financial planner working in New York, New York who has 4 years of industry experience. Crevar is an advisor for Mercer Global Advisors Inc. Throughout their career, they have worked at Smf Financial Advisors, Bottle King, Comprehensive Asset Management & Servicing, Inc, Comprehensive Capital Management, Inc, Summit Financial Resources, Summit Equities, Inc, Summit Risk Management, Inc, Summit Financial, LLC, Mercer Global Advisors, Inc, Mercer Global Advisors Inc and Purshe Kaplan Sterling Investments. Crevar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and New York. Mercer Global Advisors Inc is a financial advisory business that has its headquarters in Denver, CO. It has offices in 80 locations and a total of 900 advisors. It handles $35 billion in total assets among its 76,213 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 89 charities and foundations. Of its 76,213 customer accounts, 34% belong to high-net-worth clients who have more than $1 million in assets. Mercer Global Advisors Inc offers a wide assortment 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. Fees for financial management usually are based on which services are offered. Fee types charged by Mercer Global Advisors Inc may 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
Steven Crevar Work History
Steven has been registered as a financial advisor for 4 years.*
Mercer Global Advisors, Inc
Mercer Global Advisors, Inc
Mercer Global Advisors Inc
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Summit Financial Resources
Summit Equities, Inc
Summit Risk Management, Inc
Smf Financial Advisors
Comprehensive Asset Management & Servicing, Inc
Comprehensive Capital Management, Inc
Bottle King
*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 Crevar 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
Boulder, CO
Houston, TX
Denver, CO
Walnut Creek, CA
New York, NY
Denver, CO
Santa Barbara, CA
Denver, CO
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.
