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RIA / WealthAdvisor35 years in industry

STEPHEN FREDERICK CORDASCO

Advisor at MERCER GLOBAL ADVISORS INC.

Naples, FL | DENVER, CO

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Search this name across graphsid dfx:ria:687aedbf-7ccd-735c-1ff6-71910a893f4e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1998 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: Sep 21, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 21, 1990
First registration: Jan 1, 1998
Dual registered: no
IAPD individual key: 2079771

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	Mar 31, 2022	n/a	yes	DENVER, CO\|Naples, FL	Current employment
WISDOM PLANNING, LLC	Former SEC adviser	Mar 10, 2014	Jan 4, 2021	no	PHILADELPHIA, PA\|NAPLES, FL	Previous registration
WEST SHORE GROUP, LLC	Former SEC adviser	Jun 20, 2013	Jul 25, 2016	no	HADDONFIELD, NJ\|HADDONFIELD, NJ	Previous registration
ANDREW GARRETT, INC.	Independent wealth	Mar 20, 2012	Feb 22, 2013	no	PHILADELPHIA, PA\|Naples, FL\|BOYNTON BEACH, FL\|Naple, FL\|ANDERSON, SC\|LAKE WORTH, FL	Previous registration
CORDASCO FINANCIAL NETWORK, INC.	Former SEC adviser	Dec 16, 2011	Jul 12, 2022	no	NAPLES, FL\|HADDONFIELD, NJ\|PHILADELPHIA, PA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jan 17, 2003	Jan 5, 2012	no	PHILADELPHIA, PA\|Philadelphia, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 1998	Jan 22, 2003	no	PHILADELPHIA, PA	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
CORDASCO FINANCIAL NETWORK, INC.	ANDREW GARRETT, INC.	Jul 12, 2022	Mar 20, 2012	-3,766	Firm change after gap	Other
WISDOM PLANNING, LLC	MERCER GLOBAL ADVISORS INC.	Jan 4, 2021	Mar 31, 2022	451	Firm change after gap	Other
WEST SHORE GROUP, LLC	WISDOM PLANNING, LLC	Jul 25, 2016	Mar 10, 2014	-868	Firm change after gap	Other
ANDREW GARRETT, INC.	WEST SHORE GROUP, LLC	Feb 22, 2013	Jun 20, 2013	118	Firm change	Other
RBC CAPITAL MARKETS, LLC	CORDASCO FINANCIAL NETWORK, INC.	Jan 5, 2012	Dec 16, 2011	-20	Firm change	Ibd to new firm
WELLS FARGO ADVISORS	RBC CAPITAL MARKETS, LLC	Jan 22, 2003	Jan 17, 2003	-5	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169417:147363:FL:2021-01-04	Jan 4, 2021	Mar 31, 2022	NAPLES, FL	Firm change after gap

Relationships

Registered with (7)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Mar 31, 2022 to presentfactForm ADV
→ CORDASCO FINANCIAL NETWORK, INC.Registered adviserregistration: previous registration
Dec 16, 2011 to Jul 12, 2022factForm ADV
→ WISDOM PLANNING, LLCRegistered adviserregistration: previous registration
Mar 10, 2014 to Jan 4, 2021factForm ADV
→ WEST SHORE GROUP, LLCRegistered adviserregistration: previous registration
Jun 20, 2013 to Jul 25, 2016factForm ADV
→ ANDREW GARRETT, INC.Registered adviserregistration: previous registration
Mar 20, 2012 to Feb 22, 2013factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Jan 5, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 1998 to Jan 22, 2003factForm ADV

Dated events

Occurred
Jul 12, 2022
Advisor changed firm
Stephen Frederick Cordasco left Cordasco Financial Network, Inc. for Andrew Garrett, Inc. (registered 2012-03-20)
Form ADVobserved 4 days ago