EMILY A. MESSEGEE

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CRD#: 5381577

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.

EMILY ANN MESSEGEE, CFP®, who also goes by Emily Messegee Sorrells, was a registered financial professional .

EMILY is a previously registered financial professional and started their career in finance in 2012. EMILY had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, Summit Wealth Advisors, where she became a partner; in 2020, Mercer Advisors acquired the firm. Emily holds an MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER™ certification. At Mercer Advisors, she specializes in strategic financial planning, philanthropic giving, and estate planning. Through the InvestHERs initiative, she promotes women’s financial empowerment. As a former Morocco Peace Corps volunteer, Emily now serves Denver’s Junior League board, the Summit County Rotary Club, and The Summit Foundation. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run.

Question & Answer

What are your service offerings?

Small Business Planning

Education Planning

Insurance Planning

Budgeting

Life Transitions

Tax Planning

Employee and Employer Plan Ben...

Divorce Planning

Investment Planning

Socially Responsible Investing

Retirement Planning

Comprehensive Financial Planni...

Social Security Planning

Estate Planning

Retirement Income Management

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Aliases

Emily Messegee Sorrells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

A co-owner of House of Faas, LLC, a real estate holding company in Dillon, CO, since 01/02/2018. Devotes 4-8 hours a month (0 hours during trading hours) to this activity. Receives compensation from this activity. The activity is not investment related."

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Past

February 11, 2021 - September 9, 2025

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

FRISCO, CO

Past

August 1, 2017 - October 23, 2020

SUMMIT WEALTH ADVISORS, INC.

RIA

CRD#: 288746

FRISCO, CO

Past

September 11, 2013 - August 15, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

FRISCO, CO

Past

April 22, 2013 - August 15, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FRISCO, CO

Past

September 11, 2012 - April 1, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2012

General Securities Representative Examination

Current Firm

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

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Contact information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Mailing Address

Phone number

(888) 885-8101

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCER GLOBAL ADVISORS INC. ADV PART 2A AUGUST 21 2025 (8/21/2025)

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	Cover Page	Report
07/31/2024	Cover Page	Report
09/28/2023	Cover Page	Report
12/07/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

EMILY A. MESSEGEE

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SUMMIT WEALTH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2013

Series 63

Date: 9/14/2012

SIE

Date: 8/15/2017

Series 7

Date: 9/10/2012

Current Firm

MERCER GLOBAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERCER GLOBAL ADVISORS INC.

TRUST BUT VERIFY

Contact information

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