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RIA / WealthAdvisorCertified Financial Planner20 years in industry

HILARY ANGELA DANIEL

Advisor at MERCER GLOBAL ADVISORS INC.

Charlotte, NC | DENVER, CO

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Search this name across graphsid dfx:ria:2469bdff-9918-d268-78f0-b0a52113769e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 27, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65|S66
First exam: Oct 26, 2005
First registration: Oct 27, 2005
Dual registered: no
Other names: HILARY DANIEL
IAPD individual key: 4969372

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	May 20, 2026	n/a	yes	Charlotte, NC\|DENVER, CO	Current employment
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	Sep 29, 2025	Apr 20, 2026	no	Charlotte, NC\|ALEXANDRIA, VA	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 26, 2023	Sep 2, 2025	no	CHARLOTTE, NC\|WESTWOOD, NJ	Previous registration
PARSEC FINANCIAL	Former SEC adviser	Mar 9, 2021	Apr 27, 2023	no	ASHEVILLE, NC\|CHARLOTTE, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 30, 2020	Dec 16, 2020	no	Charlotte, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 15, 2006	Apr 8, 2011	no	CHARLOTTE, NC\|PURCHASE, NY	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 27, 2005	May 24, 2006	no	WHITE PLAINS, NY\|WHITE PLAINS, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOTLEY FOOL WEALTH MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	Apr 20, 2026	May 20, 2026	30	Firm change	RIA to RIA
MODERA WEALTH MANAGEMENT, LLC	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Sep 2, 2025	Sep 29, 2025	27	Firm change	RIA to RIA
PARSEC FINANCIAL	MODERA WEALTH MANAGEMENT, LLC	Apr 27, 2023	Apr 26, 2023	-1	Bulk transfer	RIA to RIA
VANGUARD ADVISERS, INC.	PARSEC FINANCIAL	Dec 16, 2020	Mar 9, 2021	83	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	VANGUARD ADVISERS, INC.	Apr 8, 2011	Jun 30, 2020	3,371	Firm change after gap	Wirehouse to ibd
MORGAN STANLEY DW INC.	WELLS FARGO ADVISORS	May 24, 2006	Aug 15, 2006	83	Firm change	Other

Relationships

Registered with (7)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2025 to Apr 20, 2026factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 26, 2023 to Sep 2, 2025factForm ADV
→ PARSEC FINANCIALRegistered adviserregistration: previous registration
Mar 9, 2021 to Apr 27, 2023factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 30, 2020 to Dec 16, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 15, 2006 to Apr 8, 2011factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 27, 2005 to May 24, 2006factForm ADV

Dated events

Occurred
Apr 20, 2026
Advisor changed firm
Hilary Angela Daniel left Motley Fool Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2026-05-20)
Form ADVobserved 5 days ago
Occurred
Sep 2, 2025
Advisor changed firm
Hilary Angela Daniel left Modera Wealth Management, Llc for Motley Fool Wealth Management, Llc (registered 2025-09-29)
Form ADVobserved 5 days ago