George
Mahler
Mercer Global Advisors Inc
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About this Advisor
George Mahler is a certified financial planner operating in Midlothian, Virginia with 2 years of industry experience. Mahler is on the advisory team at Mercer Global Advisors Inc. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Mahler Holdings LLC, Homeowners Association, Expert Witness, Mercer Global Advisors Inc and Lion Street Financial. Mahler holds a Series 63 license, qualifying them as a securities broker, and can work in Virginia. Mercer Global Advisors Inc is a financial advisory company that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 employees. It controls $35 billion in total assets between its 76,213 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 customer accounts, 34% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a diverse range 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 typically are based on the type of services provided. Fees charged by Mercer Global Advisors Inc likely include 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
George Mahler Work History
George has been registered as a financial advisor for 2 years.*
Mercer Global Advisors Inc
Lion Street Financial
Mahler Holdings LLC
Expert Witness
Homeowners Association
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
*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 George Mahler 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
Denver, CO
Denver, CO
Denver, CO
Santa Barbara, CA
Denver, CO
Walnut Creek, CA
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.