Unclaimed Profile

Sara Marie Nelson

MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, California

Clean recordMERCER GLOBAL ADVISORS INC.

1801 EAST CABRILLO BLVD., SANTA BARBARA, CA 93108CRD# 6319454Firm CRD# 147363

Profile Verification

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

Identity

Sara Marie Nelson · SANTA BARBARA, CA

Registration

CRD #6319454 · MERCER GLOBAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara Marie Nelson is a registered financial advisor based in SANTA BARBARA, California, affiliated with MERCER GLOBAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

AUM

$45.4B

Regulatory assets under management

Employees

1020

Total firm employees

View all advisors at MERCER GLOBAL ADVISORS INC. →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6319454

Firm CRD# 147363

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara Marie Nelson offer?

Sara Marie Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Sara Marie Nelson's credentials?

Sara Marie Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Marie Nelson located?

Sara Marie Nelson 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 Sara Marie Nelson charge for services?

Sara Marie Nelson'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.

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