DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Anthony M Strittholt

Mercer Global Advisors Inc.independent RIALoveland, OhIA-onlyIAPD 2372250

Feed of 09/14/2026

Also filed as Tony Michael Strittholt

At current firm

0 y

since Nov 17, 2025

In the industry

33 y

since Aug 26, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since Nov 17, 2025 · Loveland, Oh
Wealth Enhancement Advisory Services, LLC BD affiliated
Oct 25, 2023 to Jul 3, 2024 · Plymouth, Mn
Hartford Funds asset manager
Jun 20, 2014 to Aug 14, 2014 · Loveland, Oh
Natixis Advisors, LLC BD affiliated
Jun 22, 2010 to Jul 5, 2012 · Boston, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 24, 2005 to Jan 3, 2006 · Plainsboro, Nj
Manning & Napier Advisory Advantage Company, LLC former
Jul 25, 2002 to Jan 19, 2005 · Rochester, Ny
Manning & Napier Advisors, LLC mixed wealth
Jun 27, 2002 to Jan 19, 2005 · Dublin, Oh

Moves

a registration end followed by a registration begin elsewhere

Wealth Enhancement Advisory Services, LLC to Mercer Global Advisors Inc.
left Jul 3, 2024, registered Nov 17, 2025 (502 days) · RIA to RIA
Hartford Funds to Wealth Enhancement Advisory Services, LLC
left Aug 14, 2014, registered Oct 25, 2023 (3359 days) · Other
Natixis Advisors, LLC to Hartford Funds
left Jul 5, 2012, registered Jun 20, 2014 (715 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Natixis Advisors, LLC
left Jan 3, 2006, registered Jun 22, 2010 (1631 days) · Other
Manning & Napier Advisors, LLC to Manning & Napier Advisory Advantage Company, LLC
left Jan 19, 2005, registered Jul 25, 2002 (-909 days) · Other
Manning & Napier Advisory Advantage Company, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 19, 2005, registered Feb 24, 2005 (36 days) · Other

Signals

Anthony M Strittholt left Wealth Enhancement Advisory Services, Llc for Mercer Global Advisors Inc. (registered 2025-11-17)
Jul 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address