Lake Placid, NY Office

Team
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Mercer Global Advisors Inc.

Enterprise

Firm-wide stats for Mercer Global Advisors Inc.

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

Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.

Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.

Based on Mercer Global Advisors Inc.

Expertise

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

Based on Mercer Global Advisors Inc.

Occupation focus

Founder/Business Owner Executive Retired

Based on Mercer Global Advisors Inc.

Demographic focus

Women Professionals Established Professionals

Based on Mercer Global Advisors Inc.

Location

55 Barn Road, Suite 206

Lake Placid NY 12946

Advisors at this office

7

Advisors at this office

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Christopher M

Series 63, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Christopher Miller is a financial advisor at Long Run Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Olden Lane Securities, and Consultant Relations Group. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm uses a balanced, low-turnover investment approach that incorporates fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Kevin B

CFP®, CFA®, Series 63, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Kevin Brady is a CFP® and CFA® with 23 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Long Run Wealth Advisors, LLC and Raymond James Financial Services. He serves as a board member of Champlain National Bank, providing strategic guidance and oversight. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and financial planning services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio options and specialized advisory services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Galen C

Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Galen Crane is a financial advisor at Long Run Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Mercer Global Advisors Inc. His career includes over a decade at Long Run Wealth Advisors, where he is part of a seven-advisor team. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm employs a balanced, low-turnover investment approach combining fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Kaila K

CFP®, Series 66

Lake Placid, NY

Mercer Global Advisors Inc.

Kaila Kelleher is a CFP® with seven years of industry experience, currently serving at Long Run Wealth Advisors, LLC. Her prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services. Outside of financial advising, she is a co-owner of Adirondack Field, a small batch apparel business based in Lake Placid, NY. Long Run Wealth Advisors provides holistic wealth management and financial planning to individuals, business owners, non-profits, and retirement plans. The firm employs a balanced, low-turnover investment approach grounded in Modern Portfolio Theory and serves a diverse client base with discretionary portfolio management and retirement plan consulting.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Lynn M

CFP®, Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

Lynn Magnus is a CFP® and Series 65-registered financial advisor at Mercer Global Advisors Inc. with four years of industry experience. Prior to joining Mercer, Lynn worked at Goldman, Sachs & Co. for five years and spent six years with Long Run Wealth Advisors, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Tyler F

Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar

Mikayla P

Series 65

Lake Placid, NY

Mercer Global Advisors Inc.

Mikayla Ploof is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Long Run Wealth Advisors and Hex and Hop, LLC. She serves as a board member of the Saranac Lake Free Library. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized consulting and educational programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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