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Andrea Shieh
CRD#: 4819787
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Investment Adviser
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Previous Broker
MERCER GLOBAL ADVISORS INC.CRD#: 147363 620 Newport Center Drive
Suite 1030
Newport Beach, CA 92660
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2008 (2 years)2 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2012 (2 years)2 FIRMS2012 - 2012 (<1 year)2 FIRMS2012 - 2017 (5 years)IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2024 - Present (<1 year)BTHE LEADERS GROUP, INC. (CRD# 37157)2019 - 2024 (5 years)IABOULEVARD FAMILY WEALTH (CRD# 285229)2017 - 2024 (7 years)IABOULEVARD FAMILY WEALTH SERVIC... (CRD# 327643)2023 - 2024 (<1 year)
License(s)

State Registrations

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California 7/24/2024

Current Registration(s)
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MERCER GLOBAL ADVISORS INC. (CRD#:147363)
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660
Registered with this firm since 7/24/2024

Previous Registration(s)
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07/07/2017 - 07/15/2024 BOULEVARD FAMILY WEALTH (CRD#:285229) Beverly Hills, CA
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09/07/2023 - 07/12/2024 BOULEVARD FAMILY WEALTH SERVICES, LLC (CRD#:327643) BEVERLY HILLS, CA
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03/20/2019 - 07/01/2024 THE LEADERS GROUP, INC. (CRD#:37157) LITTLETON, CO
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07/06/2012 - 07/11/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BEVERLY HILLS, CA
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07/06/2012 - 07/11/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BEVERLY HILLS, CA
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03/20/2012 - 07/19/2012 BARCLAYS CAPITAL INC. (CRD#:19714) LOS ANGELES, CA
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03/20/2012 - 07/19/2012 BARCLAYS CAPITAL INC. (CRD#:19714) LOS ANGELES, CA
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06/01/2009 - 03/28/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) BEVERLY HILLS, CA
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06/01/2009 - 03/28/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) BEVERLY HILLS, CA
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09/22/2008 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) BEVERLY HILLS, CA
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09/22/2008 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) BEVERLY HILLS, CA
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10/09/2006 - 06/02/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) BOSTON, MA
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05/26/2006 - 06/02/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.