James
Roundy
Mercer Global Advisors Inc
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About this Advisor
James Roundy is a certified financial planner operating out of Portland, Oregon who has 2 years of industry experience. Roundy works at Mercer Global Advisors Inc. During their career, Roundy has held roles at Mercer Global Advisors Inc, Mcgee Wealth Management, Catherine Store, Songwon Elementary School, Boxcar Resturant and Triple Creek Ranch. Roundy can advise clients in Oregon. Mercer Global Advisors Inc is a financial advisory business operating out of Denver, CO. The firm has offices in 80 locations and a total of 900 financial advisors. It handles $35 billion in assets under management among its 76,213 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 89 charitable organizations. Of its 76,213 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a number 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. Financial advisory fees usually vary depending on the financial services offered. Fee types charged by Mercer Global Advisors Inc likely 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
$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
James Roundy Work History
James has been registered as a financial advisor for 2 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mcgee Wealth Management
Catherine Store
Songwon Elementary School
Boxcar Resturant
Triple Creek Ranch
*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 James Roundy 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
Denver, CO
New York, NY
Denver, CO
Atlanta, GA
Santa Barbara, CA
Denver, CO
Denver, CO
Walnut Creek, CA
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.
