Unclaimed Profile

Ralph Ujano

MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, California

Series 7, Series 63, Series 65Clean record29 years registeredMERCER GLOBAL ADVISORS INC.

1801 EAST CABRILLO BLVD., SANTA BARBARA, CA 93108CRD# 2713662Firm CRD# 147363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ralph Ujano · SANTA BARBARA, CA

Registration

CRD #2713662 · MERCER GLOBAL ADVISORS INC. · 29 years registered

Brand Profile

Not yet started

Career History

THE UJANO ADVISORY GROUP LLC

May 2017 – present

MERCER GLOBAL ADVISORS INC.

Jul 2008 – Apr 2016

Sugarland, TX

MERCER ADVISORS

Jan 1997 – Jul 2008

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

CRD 147363 · SEC 801-69271

AUM

$45.4B

Regulatory assets under management

Employees

1,020

86,945 client accounts

Services offered by MERCER GLOBAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERCER GLOBAL ADVISORS INC. →

Introduction

Speak with Ralph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ralph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ralph Ujano offer?

Ralph Ujano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Ralph Ujano's credentials?

Ralph Ujano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ralph Ujano located?

Ralph Ujano is based in SANTA BARBARA, California, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Ralph Ujano charge for services?

Ralph Ujano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCER GLOBAL ADVISORS INC.?

MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →