Cyrille P. Mahfoud
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.
Cyrille Pierre Mahfoud, who also goes by Cyrille Mahfoud, was a registered financial professional .
Cyrille is a previously registered financial professional and started their career in finance in 1997. Cyrille had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 87, 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
August 17, 2023 - March 13, 2024
MERCER GLOBAL ADVISORS INC.
November 16, 2021 - March 15, 2024
PRIVATE ASSET MANAGEMENT INC
February 19, 2013 - October 1, 2013
NESTWISE LLC
February 19, 2013 - December 22, 2016
INDEPENDENT ADVISERS GROUP CORP
June 26, 2008 - April 24, 2012
UVEST FINANCIAL SERVICES GROUP, INC.
March 18, 2008 - November 13, 2009
WATERSTONE FINANCIAL GROUP, INC.
March 12, 2008 - November 13, 2009
MUTUAL SERVICE CORPORATION
March 5, 2008 - November 12, 2009
ASSOCIATED SECURITIES CORP.
December 1, 2005 - July 17, 2017
LPL FINANCIAL LLC
November 29, 2005 - July 17, 2017
LPL FINANCIAL LLC
June 19, 2001 - May 26, 2005
A. G. EDWARDS & SONS, INC.
February 29, 2000 - May 26, 2005
A. G. EDWARDS & SONS, INC.
July 22, 1998 - April 4, 2000
UBS FINANCIAL SERVICES INC.
December 8, 1997 - February 12, 1998
IDS LIFE INSURANCE COMPANY
December 8, 1997 - February 12, 1998
AMERIPRISE FINANCIAL SERVICES, 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
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