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CFA
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CFA

Bryan Corbitt

Mercer Global Advisors INC.
15 Years of Experience
Morristown, NJ
1 Disclosure
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Bryan Corbitt is a CFA-designated registered investment advisor at Mercer Global Advisors INC., based in Morristown, NJ, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B in assets under management.

Mercer Global Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
36,172 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$84.4B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

67 Park Place East, Suite 700, Morristown, NJ, 07960

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bryan owns a rental property through Ab3ence, LLC since 2021. He spends minimal time collecting and depositing rent checks.

Employment History
Current Registrations
Mercer Global Advisors INC.
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2021 - November 2022 · 1 yr 2 mos
Northwestern Mutual Investment Services,llc
September 2021 - November 2022 · 1 yr 2 mos
Prudential Financial Planning Services
July 2021 - August 2021 · 1 mo
Pruco Securities, LLC.Broker
May 2021 - August 2021 · 3 mos
Park Avenue Securities LLC
September 2015 - March 2017 · 1 yr 6 mos
Park Avenue Securities LLCBroker
September 2015 - March 2017 · 1 yr 6 mos
Eagle Strategies LLC
April 2011 - September 2015 · 4 yrs 5 mos
Nylife Securities LLCBroker
June 2009 - September 2015 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
September 2005 - October 2008 · 3 yrs 1 mo
State Registrations3 states
LANJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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