Claim Profile
Unclaimed Profile
ZS

Zahid Sadiq

MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, California
SIE, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65Clean record18 years registeredMERCER GLOBAL ADVISORS INC.
1801 EAST CABRILLO BLVD., SANTA BARBARA, CA 93108CRD# 4341878Firm CRD# 147363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zahid Sadiq · SANTA BARBARA, CA
Registration
CRD #4341878 · MERCER GLOBAL ADVISORS INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

MUTUAL SECURITIES, INC.
Apr 2018present
Mar 2018present
Feb 2015Mar 2018
SANTA BARBARA, CA
Jun 2013Feb 2015
CAMARILLO, CA
MUTUAL SECURITIES, INC.
May 2012Jul 2013
CAMARILLO, CA
Mar 2008Aug 2011
CARPINTERIA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 53
Series 63
Series 65
Registration record
First registered · March 18, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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
Introduction

Speak with Zahid

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

Not sure if Zahid 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.

05

Frequently Asked Questions

What services does Zahid Sadiq offer?
Zahid Sadiq specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Zahid Sadiq's credentials?
Zahid Sadiq is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zahid Sadiq located?
Zahid Sadiq 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 Zahid Sadiq charge for services?
Zahid Sadiq'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 →