BRADLEY R. WHITE

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CRD#: 5864969

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.

BRADLEY ROBERT WHITE, CFP®, who also goes by Bradley White, was a registered financial professional .

BRADLEY is a previously registered financial professional and started their career in finance in 2010. BRADLEY had worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Biography

Bradley R. White joined Mercer Advisors in April 2021 as a Senior Wealth Advisor, Director. Brad was formerly the Founder & CEO of Epstein & White Retirement Income Solutions, LLC in San Diego, CA. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in finance from San Diego State University. He has appeared locally on Fox News and CBS and is the author of The Step-by-Step Guide on How to Retire Right and is a featured contributor to Kiplinger.Mr. White is also the host of “Retire Right” on KOGO 600.
Brad and his wife are both San Diegans and love baseball and golf. Together they are raising 2 children.

Question & Answer

What are your service offerings?

Long-term Care

Retirement Planning

Insurance Planning

Social Security Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Aliases

Bradley White

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.

The advisor shows no other business activity.

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^®

CRD#: 10409

LA JOLLA, CA

Past

April 2, 2012 - January 9, 2013

NEW ENGLAND SECURITIES

RIA

CRD#: 615

SAN DIEGO, CA

Past

January 3, 2012 - January 9, 2013

NEW ENGLAND SECURITIES

CRD#: 615

SAN DIEGO, CA

Past

November 19, 2010 - January 19, 2012

OSAIC SERVICES, INC.

CRD#: 133763

SAN DIEGO, CA

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 66

Date: 12/8/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/27/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/18/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/2/2011

General Securities Principal 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

xxxxx@xxxx.xxx

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Firm Stability Insights

BRADLEY R. WHITE

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EPSTEIN AND WHITE FINANCIAL LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

OSAIC SERVICES, INC.

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2011

Series 63

Date: 11/27/2010

Series 7

Date: 8/16/2011

Series 6

Date: 11/18/2010

Series 24

Date: 11/2/2011

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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