Nathan
Zolynsky

Mercer Global Advisors Inc

CRD#6824692
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Nathan Zolynsky is a financial advisor based in Ann Arbor, Michigan, working with Mercer Global Advisors Inc. Nathan has previously held positions at Vintage Financial Services, LLC, Advanced Wealth Strategies, Hantz Group, Central Michigan University, Livonia Churchill High School, and Mercer Global Advisors Inc. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Nathan is part of Mercer Global Advisors Inc, which operates out of Ann Arbor, Michigan. The firm has 107 offices and 1,166 employees. Mercer Global Advisors Inc manages assets totaling $60.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2373 Oak Valley Drive Suite 110
Ann Arbor, MI 48103

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$60,256,270,580

MI Average: $2,349,664,866
Total Number of Employees

1,166

MI Average: 28
Total Number of Accounts

99,044

MI Average: 1,101
Average Account Size

$608,379

MI Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Nathan Zolynsky Work History

2022 - Present (3 years)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Vintage Financial Services, LLC

2020 - 2020 (< 1 year)

Advanced Wealth Strategies

2018 - 2018 (< 1 year)

Hantz Group

2017 - 2017 (< 1 year)

Hantz Group

2017 - 2021 (4 years)

Central Michigan University

2013 - 2017 (4 years)

Livonia Churchill High School

Disclosures

Please visit the SEC profile of Nathan Zolynsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mercer Global Advisors Inc

Jennifer Kachmar
Rocklin, CA
John Freemire
Boulder, CO
Geoff Nelson
Denver, CO
Steven Hall
Denver, CO
Jon Kennedy
Minneapolis, MN
Katherine Degiorgi
Denver, CO
Zubin Shah
Denver, CO
Alexandra Mendoza
Newport Beach, CA

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