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Erica Jan Weiser

Mercer Global Advisors Inc.

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About Erica Jan Weiser

Erica Weiser is an Investment Advisor Representative with Mercer Global Advisors Inc., located in Charlotte, North Carolina. Erica has been in the financial services industry since 1993. Erica has a strong background in providing financial advice to individuals, businesses, and institutions. Erica has experience in a variety of areas, including financial planning, investment management, and retirement planning. Prior to joining Mercer Global Advisors Inc. Erica was with LPL Financial LLC.

Firm Information

Erica Weiser 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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Erica Weiser’s Registration & Firm History

NC

02/28/2022 - Present

Mercer Global Advisors Inc. (Charlotte NC)

SC

05/15/2020 - 01/31/2022

LPL FINANCIAL LLC (FORT MILL SC)

KS

05/23/2018 - 12/31/2019

MSEC, LLC (OVERLAND PARK KS)

VA

05/16/2017 - 05/17/2018

EF LEGACY SECURITIES, LLC (FAIRFAX VA)

CA

09/10/2015 - 06/15/2016

GIRARD SECURITIES, INC. (SAN DIEGO CA)

KS

09/10/2015 - 06/15/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CA

07/17/2015 - 06/15/2016

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

CO

07/17/2015 - 06/15/2016

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

IL

07/17/2015 - 06/15/2016

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

MN

07/17/2015 - 06/15/2016

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

CA

07/17/2015 - 06/15/2016

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

MA

07/17/2015 - 06/15/2016

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

FL

07/17/2015 - 06/15/2016

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

FL

07/17/2015 - 06/15/2016

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

CA

08/15/2014 - 06/23/2015

ASSETMARK BROKERAGE, LLC (CONCORD CA)

VA

03/14/2014 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

09/14/2012 - 02/06/2014

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

NC

10/26/2011 - 11/21/2011

CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)

CA

08/30/2011 - 09/28/2011

KBR CAPITAL MARKETS, LLC (LOS ANGELES CA)

CA

05/26/2009 - 06/22/2011

STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)

CA

10/23/2007 - 12/31/2008

AFA FINANCIAL GROUP, LLC (CALABASAS CA)

UT

04/02/2007 - 07/13/2007

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

CA

03/15/2005 - 12/18/2006

NNN CAPITAL CORP. (SANTA ANA CA)

OH

03/13/2003 - 09/30/2004

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CA

10/04/2002 - 02/28/2003

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

CT

07/27/1998 - 10/23/2002

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

CT

09/19/1997 - 12/22/1998

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

09/27/1993 - 12/05/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

VA

05/04/1993 - 04/25/1994

GNA SECURITIES, INC. (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 06/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erica Jan Weiser.
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