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Bryan Corbitt

Mercer Global Advisors Inc.

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About Bryan Corbitt

Bryan Corbitt is a financial advisor with Mercer Global Advisors Inc. located in Morristown, NJ. Bryan has over 15 years of experience in the financial services industry. Bryan has a strong background in investment management, financial planning, and estate planning. Bryan is a Chartered Financial Analyst (CFA).

Firm Information

Bryan Corbitt is currently registered with Mercer Global Advisors Inc.. Mercer Global Advisors Inc. is an investment advisor registered with the SEC. They provide a variety of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $1 billion to $10 billion in assets under management and serve over 28,000 clients. Their main office is located in Denver, Colorado.
Mercer Global Advisors Inc.

1200 17TH STREET

DENVER, CO 80202

$45.35B

Assets Under Management

Not reported

Total Clients

444

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust services, estate planning, tax return preparation, consultation

Trust services, estate planning, tax return preparation, consultation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Corbitt’s Registration & Firm History

CO

07/17/2023 - Present

Mercer Global Advisors Inc. (DENVER CO)

NY

09/24/2021 - 11/17/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NJ

05/26/2021 - 08/18/2021

PRUCO SECURITIES, LLC. (PARAMUS NJ)

NY

09/21/2015 - 03/08/2017

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

06/24/2009 - 09/22/2015

NYLIFE SECURITIES LLC (NEW YORK NY)

NY

09/15/2005 - 10/21/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2016

Series 24 - General Securities Principal Examination

BC

Issued 09/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bryan Corbitt. Review regulatory record here.
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