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

Aug 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Aug 15, 2023

First registration

Dec 4, 2024

Dual registered

no

Other names

RENEE ELIZABETH HICKEY|Renee Hickey

IAPD individual key

7715708

• Occurred

  Aug 26, 2026
  Advisor changed firm

  Renee Elizabeth Hickey left Charter Oak Capital Management for Mercer Global Advisors Inc. (registered 2026-08-10)

  Form ADVobserved 6 days ago
• Occurred

  Apr 16, 2025
  Advisor changed firm

  Renee Elizabeth Hickey left Citizens Securities, Inc. for Charter Oak Capital Management (registered 2025-06-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1b5935a-1427-10f0-679d-c90a3b8985f4

First observed

Dec 4, 2024

Last observed

Sep 14, 2026 7 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.