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

Meghan Kathleen Doherty

Mercer Global Advisors Inc.independent RIADunedin, Fl IA-onlyIAPD 4140253

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since Jun 2, 2026

In the industry

26 y

since Apr 11, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Jun 2, 2026 · Dunedin, Fl
Mai Capital Management, LLC independent RIA
Mar 3, 2025 to Apr 27, 2026 · Dunedin, Fl
Nationwide Securities, LLC no RAUM
Jun 17, 2021 to Feb 20, 2025 · Grandview Heights, Oh
Missionsquare Retirement BD affiliated
Nov 2, 2012 to May 20, 2021 · Washington, Dc
Equitable Advisors, LLC national BD
Oct 5, 2009 to Jul 14, 2010 · San Francisco, Ca
Voya Financial Partners, LLC former
Aug 12, 2009 to Sep 22, 2009 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

Mai Capital Management, LLC to Mercer Global Advisors Inc.
left Apr 27, 2026, registered Jun 2, 2026 (36 days) · RIA to RIA
Nationwide Securities, LLC to Mai Capital Management, LLC
left Feb 20, 2025, registered Mar 3, 2025 (11 days) · Other
Missionsquare Retirement to Nationwide Securities, LLC
left May 20, 2021, registered Jun 17, 2021 (28 days) · Other
Equitable Advisors, LLC to Missionsquare Retirement
left Jul 14, 2010, registered Nov 2, 2012 (842 days) · Other
Voya Financial Partners, LLC to Equitable Advisors, LLC
left Sep 22, 2009, registered Oct 5, 2009 (13 days) · Other

Signals

Meghan Kathleen Doherty left Mai Capital Management, Llc for Mercer Global Advisors Inc. (registered 2026-06-02)
Apr 27, 2026 · Advisor changed firm · fact
Meghan Kathleen Doherty left Nationwide Securities, Llc for Mai Capital Management, Llc (registered 2025-03-03)
Feb 20, 2025 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address