Peter D. Alhart
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter Donald Alhart was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1991. Peter had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2013 - February 3, 2014
MERCER GLOBAL ADVISORS INC.
February 19, 2013 - June 6, 2013
STONEHEARTH CAPITAL MANAGEMENT
September 24, 2008 - October 1, 2012
THE DANFORTH ASSOCIATES, INC
March 25, 2004 - March 13, 2007
CHECK CAPITAL MANAGEMENT INC
October 22, 1994 - August 9, 2002
THE DANFORTH ASSOCIATES, INC
March 27, 1991 - June 12, 1991
LYNCH, JONES & RYAN LLC
Primary Firm SEC Registration
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99,044 |
| AUM (Assets Under Management) | $ 60,256,270,580 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 07/31/2024 | ||
| 09/28/2023 | ||
| 12/07/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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