Dorothy
Thomas
Mercer Global Advisors Inc
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About this Advisor
Dorothy Thomas is a certified financial planner operating in Dallas, Texas with a total of 2 years of relevant experience. Thomas is an employee of Mercer Global Advisors Inc. Their career trajectory has included roles at Quest Capital Management, University Of The South, Quest Capital Management, Inc, Bml Capital, Ellis Hill, Raymond James Financial Services, Inc, Mercer Global Advisors and Sewanee: The University Of The South. Thomas maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Mercer Global Advisors Inc is a financial advisory firm based in Denver, CO. It has offices in 80 locations and a total of 900 employees. It has $35 billion in assets under management across its 76,213 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 89 charitable organizations. Of its 76,213 accounts, 34% belong to high-net-worth clients who have more than $1 million in assets. Mercer Global Advisors Inc performs a wide array 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 usually are based on which services the firm provides the client. Fee types billed by Mercer Global Advisors Inc likely are comprised of some 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
Dorothy Thomas Work History
Dorothy has been registered as a financial advisor for 2 years.*
Mercer Global Advisors
Raymond James Financial Services, Inc
Quest Capital Management
University Of The South
Quest Capital Management, Inc
University Of The South
Bml Capital
Ellis Hill
University Of The South
University Of The South
Sewanee: The University Of The South
*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 Dorothy Thomas 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
Atlanta, GA
Santa Barbara, CA
Santa Barbara, CA
Vienna, VA
Boulder, CO
Denver, CO
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.
