EDGAR L. PARRISH
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.
EDGAR LEE PARRISH, CFP®, who also goes by Edgar L. Parrish, Edgar Parrish, was a registered financial professional .
EDGAR is a previously registered financial professional and started their career in finance in 1972. EDGAR had worked at 6 firms and has passed the Series 65, Series 63, Series 15, Series 3, Series 5, PC, Series 000 and Series 1 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
January 13, 2022 - January 13, 2025
MERCER GLOBAL ADVISORS INC.
August 14, 2009 - September 28, 2022
PRECIPIO WEALTH MANAGEMENT LLC
January 26, 2004 - August 19, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 26, 2004 - August 19, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 13, 1994 - February 23, 2004
UBS FINANCIAL SERVICES INC.
June 17, 1993 - February 23, 2004
UBS FINANCIAL SERVICES INC.
October 11, 1985 - June 29, 1993
LEHMAN BROTHERS INC.
June 6, 1972 - July 25, 1979
FIRST UNION CAPITAL MARKETS CORP.
June 6, 1972 - October 29, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
Series 15
Date: 8/5/1985
Foreign Currency Options ExaminationSeries 5
Date: 10/20/1981
Interest Rate Options ExaminationPC
Date: 9/1/1977
AMEX Put and Call ExamSeries 000
Date: 6/6/1972
General Securities Principal ExaminationSeries 1
Date: 6/6/1972
Registered Representative ExaminationCurrent 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.
