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.

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 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65

First exam

Apr 4, 2018

First registration

Oct 31, 2018

Dual registered

no

Other names

ALICIA E BARROWS|ALICIA E Chiamulera

IAPD individual key

6392951

• Occurred

  Aug 26, 2026
  Advisor changed firm

  Alicia Chiamulera left Charter Oak Capital Management for Mercer Global Advisors Inc. (registered 2026-06-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3eff6077-b1ed-c6ff-1bf5-c49c07318a16

First observed

Oct 31, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.