Steven
Hall

Mercer Global Advisors Inc

CRD#4979447
Investment Advisor
in Houston, TX

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About this Advisor

Steven Hall is a financial advisor based in Houston, Texas, working with Mercer Global Advisors Inc. Steven has previously held positions at the University Of Arkansas, Western Governors University, Charles Schwab Trust Company, Creative Planning, Mercer Global Advisors Inc, and Masspay. Steven has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Steven is part of Mercer Global Advisors Inc, which operates out of Houston, Texas. 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 63, Series 66, 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

5555 San Felipe Street Suite 200
Houston, TX 77056

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

TX Average: 28
Total Number of Accounts

86,945

TX Average: 1,101
Average Account Size

$521,596

TX 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

Steven Hall Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Masspay

2019 - 2021 (2 years)

Creative Planning

2017 - 2019 (2 years)

Charles Schwab Trust Company

2015 - 2016 (1 year)

Western Governors Unviversity

2012 - 2015 (3 years)

University Of Arkansas

Disclosures

Please visit the SEC profile of Steven Hall 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
Roberto Arenivas
Houston, TX
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Anthony Koehler
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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