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Alyssa Rose Hinojosa Calhoun

Investment Adviser Representative at Mercer Global Advisors Inc.

Austin, TXCRD #6394710Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alyssa Rose Hinojosa Calhoun is an investment adviser representative with Mercer Global Advisors Inc. in Austin, TX, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 3 firms, including CAM Investor Solutions and Dimensional FUND Advisors LP. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

901 S. Mopac Expressway, Barton Oaks Plaza, Suite 270
Austin, TX 78746

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/21/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/20/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mercer Global Advisors Inc.Current
4/7/2025 – Austin, TX
CAM Investor Solutions
6/2/2021 – 3/13/2025Austin, TX
Dimensional FUND Advisors LP
12/22/2016 – 6/14/2021Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Dimensional FUND Advisors
    Oct 2011 – Jun 2021Austin, TX
  2. CAM Investor Solutions
    Jun 2021 – Mar 2025Denver, CO
  3. Mercer Global Advisors Inc.
    Mar 2025 – Dec 2025Austin, TX
  4. Mercer Global Advisors Inc.
    Jan 2026 – no end date reportedAustin, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mercer Global Advisors Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • Wealth Path - First $1,000,0001.30%
  • Wealth Path - Next $1,000,0001.00%
  • Custom Wealth / Ascend Group - First $1,000,0001.10%
  • Custom Wealth / Ascend Group - Next $1,000,0001.00%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
740
Offices listed on AdvisorFinder:
26
Main office:
Denver, CO
SEC file number:
801-69271

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 17, 2026

View full firm profile

Other advisors at Mercer Global Advisors Inc.

Showing 12 of 740 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alyssa Rose Hinojosa Calhoun has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Alyssa Rose Hinojosa Calhoun (Mercer Global Advisors)