Stewart
Schrader
Mercer Global Advisors Inc
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About this Advisor
Stewart Schrader is a certified financial planner working out of Los Angeles, California. Schrader is on the advisory team at Mercer Global Advisors Inc. Over the course of their career, Schrader has held roles at Bmo Harris Financial Advisors, Fifth Third Securities, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Sage Private Wealth Group, LLC and Mercer Global Advisors Inc. Schrader holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in California and Texas. Mercer Global Advisors Inc is a registered investment firm operating out of Denver, CO. The investment advisory business has offices in 80 locations and a total of 900 employees. It manages $35 billion in assets among its 76,213 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. Mercer Global Advisors Inc performs a wide range 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 fee schedules usually depend on the type of services. However, fees 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
Stewart Schrader Work History
Stewart has been registered as a financial advisor for 0 years.*
Mercer Global Advisors Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Sage Private Wealth Group, LLC
Fifth Third Securities
Bmo Harris Financial Advisors
*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 Stewart Schrader 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
Portland, OR
Santa Barbara, CA
Denver, CO
Walnut Creek, CA
Walnut Creek, CA
New York, NY
Santa Barbara, 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.
