TrueAdvisor
TrueAdvisor
AL
CFP
AL
CFP

Adam M Lee

Mercer Global Advisors INC.
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Mercer Global Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800

Location

5555 Glenridge Connector, Suite 825, Atlanta, GA, 30342

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Mercer Global Advisors INC.
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Kays Financial Advisory CORP
August 2020 - January 2021 · 5 mos
TD Ameritrade Investment Management, LLC
February 2014 - July 2020 · 6 yrs 5 mos
TD Ameritrade, INC.
February 2014 - July 2020 · 6 yrs 5 mos
TD Ameritrade, INC.Broker
February 2014 - July 2020 · 6 yrs 5 mos
Morgan Stanley
April 2013 - January 2014 · 9 mos
Morgan StanleyBroker
March 2013 - January 2014 · 10 mos
State Registrations3 states
GALATX
Advisor
Exams
No exam information available for this advisor.