DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner28 years in industry

SHANNON DALE BURGETT

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Charlotte, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a0cbd57-fd98-4d0a-fb0b-341a230fa82c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Apr 13, 2009 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: Jan 30, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 30, 1998
First registration: Apr 13, 2009
Dual registered: no
Other names: SHANNON BURGETT
IAPD individual key: 2950503

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 14, 2026	n/a	yes	Charlotte, NC\|Charlotte, NC\|DENVER, CO	Current employment
SMITH SALLEY WEALTH MANAGEMENT	Independent wealth	Jul 11, 2023	May 12, 2026	no	GREENSBORO, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Mar 15, 2023	Jun 28, 2023	no	CHARLOTTE, NC\|Charlotte, NC	Previous registration
LINDEN THOMAS ADVISORY SERVICES, LLC	Independent wealth	Jan 17, 2023	Jan 20, 2023	no	CHARLOTTE, NC	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 14, 2023	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 23, 2011	Jul 13, 2018	no	CHARLOTTE, NC	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	May 18, 2010	Apr 26, 2011	no	KANNAPOLIS, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 13, 2009	Apr 7, 2010	no	GREENVILLE, SC\|SHELBY, NC	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
SMITH SALLEY WEALTH MANAGEMENT	MERCER GLOBAL ADVISORS INC.	May 12, 2026	May 14, 2026	2	Firm change	RIA to RIA
PNC WEALTH MANAGEMENT	SMITH SALLEY WEALTH MANAGEMENT	Jun 28, 2023	Jul 11, 2023	13	Firm change	Ibd to RIA
LINDEN THOMAS ADVISORY SERVICES, LLC	PNC WEALTH MANAGEMENT	Jan 20, 2023	Mar 15, 2023	54	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LINDEN THOMAS ADVISORY SERVICES, LLC	Jan 14, 2023	Jan 17, 2023	3	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
NATIONWIDE SECURITIES, LLC	STRATEGIC ADVISERS LLC	Apr 26, 2011	Nov 23, 2011	211	Firm change	Other
LPL FINANCIAL LLC	NATIONWIDE SECURITIES, LLC	Apr 7, 2010	May 18, 2010	41	Firm change	Other

Relationships

Registered with (8)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ SMITH SALLEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 11, 2023 to May 12, 2026factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 15, 2023 to Jun 28, 2023factForm ADV
→ LINDEN THOMAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 17, 2023 to Jan 20, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 14, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 23, 2011 to Jul 13, 2018factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
May 18, 2010 to Apr 26, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 13, 2009 to Apr 7, 2010factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
Shannon Dale Burgett left Smith Salley Wealth Management for Mercer Global Advisors Inc. (registered 2026-05-14)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2023
Advisor changed firm
Shannon Dale Burgett left Pnc Wealth Management for Smith Salley Wealth Management (registered 2023-07-11)
Form ADVobserved 5 days ago
Occurred
Jan 20, 2023
Advisor changed firm
Shannon Dale Burgett left Linden Thomas Advisory Services, Llc for Pnc Wealth Management (registered 2023-03-15)
Form ADVobserved 5 days ago
Occurred
Jan 14, 2023
Advisor changed firm
Shannon Dale Burgett left Fidelity Personal And Workplace Advisors for Linden Thomas Advisory Services, Llc (registered 2023-01-17)
Form ADVobserved 5 days ago