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Tyler James Frank

Advisor at Mercer Global Advisors Inc. — Lake Placid, NY

Updated today

Credentials

Series 65

Experience

2 years

Location

Lake Placid, NY 12946

Mercer Global Advisors Inc. logo

Mercer Global Advisors Inc.

Enterprise

Total advisors

742

Across 248 offices

Clients per advisor

47 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

Tyler Frank is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Long Run Wealth Advisors, BorgWarner, and Lambrides, Arnold, Moulthrop. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers various portfolio implementation options, including low-cost ETFs, separate account managers, and private funds.

Client services

Based on Mercer Global Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Trust services, estate planning, consultation

Expertise

Based on Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mercer Global Advisors Inc.

Founder/Business Owner Executive Retired

Demographic focus

Based on Mercer Global Advisors Inc.

Women Professionals Established Professionals

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Fee options

Fixed

Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%

Project-based

Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates

Other

Account minimum: $1,200 annually for Guided Investing; $6,000 for Wealth Path; $15,000 for Custom Wealth; $75,000 for Ascend Group; $150,000 for Regis ultra-high net worth service offering Minimum fee: Guided Investing: $1,200 annually; Wealth Path: $6,000; Custom Wealth: $15,000; Ascend Group: $75,000; Regis: $150,000 minimum annual advisory fee

Location

See office

Lake Placid, NY

55 Barn Road, Suite 206

Lake Placid NY 12946

Advisors at this office

7

Most active in

New York

Work history

2 years of industry experience

Mercer Global Advisors, Inc.

2026 - Present • 1 year

Lake Placid, NY

Long Run Wealth Advisors, LLC

2024 - 2026 • 2 years

Lake Placid, NY

Long Run Wealth Advisors

2024 - 2026 • 2 years

Lake Placid, NY

BorgWarner

2021 - 2023 • 2 years

Ithaca, NY

n/a

2021 - 2021 • 1 year

Syracuse, NY

Lambrides, Arnold, Moulthrop

2020 - 2021 • 1 year

Montclaire, NJ

CNP Operating

2019 - 2019 • 1 year

Centennial, CO

Immutrix Therapeutics

2018 - 2019 • 1 year

Rapid City, SD

n/a

2014 - 2018 • 4 years

Vermillion, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel M

Series 65

Saranac Lake, NY

Fiorile & Associates, LLC

Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Joseph F

PFS™, Series 66

Saranac Lake, NY

Fiorile & Associates, LLC

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at various Renaissance entities since 2011 and is also an employee and owner of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients, utilizing a proprietary research methodology that integrates macroeconomic, policy, portfolio strategy, and technical perspectives. The firm primarily operates as a subscription research provider rather than a traditional asset manager.

Factor investing / smart beta
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Jeffrey D

CFA®, Series 63

Lake Placid, NY

Renaissance Macro Research LLC

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Factor investing / smart beta
user avatar

Indraneil D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Factor investing / smart beta
user avatar

Eric B

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Factor investing / smart beta
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