Nathan D. Brammer
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.
Nathan Douglas Brammer, AIF®, CIMA®, who also goes by Nate Brammer, was a registered financial professional .
Nathan is a previously registered financial professional and started their career in finance in 1991. Nathan had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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
February 3, 2021 - June 16, 2022
MERCER GLOBAL ADVISORS INC.
January 20, 2015 - March 30, 2021
MARRS WEALTH MANAGEMENT, LLC
May 3, 2007 - January 16, 2015
INVESTMENT CENTERS OF AMERICA, INC.
August 18, 2003 - January 16, 2015
INVESTMENT CENTERS OF AMERICA, INC.
February 12, 2003 - July 25, 2003
CETERA WEALTH SERVICES, LLC
February 7, 2001 - May 24, 2002
CETERA INVESTMENT SERVICES LLC
November 3, 1995 - February 7, 2001
INVEST FINANCIAL CORPORATION
December 20, 1993 - October 20, 1995
WELLS FARGO BROKERAGE SERVICES, L.L.C.
September 21, 1993 - January 1, 1994
CETERA WEALTH SERVICES, LLC
April 22, 1992 - July 6, 1993
CETERA WEALTH SERVICES, LLC
November 27, 1991 - April 28, 1992
METROPOLITAN LIFE INSURANCE COMPANY
November 27, 1991 - April 28, 1992
MSI FINANCIAL SERVICES, INC.
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
