Daniel Lime
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Lime is an investment adviser representative with Mercer Global Advisors Inc. in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of HoustonAug 2013 – Dec 2017Houston, TX
- Baskin RobbinsFeb 2013 – Dec 2016Houston, TX
- MathnasiumFeb 2017 – Aug 2017Humble, TX
- AXA Advisors, LLCJan 2018 – Nov 2018Houston, TX
- JPMorgan Chase Bank, N.A.Nov 2018 – Mar 2020Kingwood, TX
- J.P. Morgan Securities LLCDec 2018 – Mar 2020Kingwood, TX
- J.P. Morgan Securities LLCMar 2022 – Apr 2024Houston, TX
- JPMorgan Chase Bank, N.A.Mar 2022 – Apr 2024Houston, TX
- Mercer AdvisorsMar 2020 – Feb 2022Houston, TX
- Axa AdvisorsApr 2018 – Nov 2018Houston, TX
- Ameriprise Financial Services, LLCApr 2024 – Jun 2025Houston, TX
- Mercer Global Advisors Inc.Oct 2025 – Aug 2026Houston, TX
- UnemployedJun 2025 – Oct 2025Houston, TX
- Mercer Global Advisors, Inc.Aug 2026 – no end date reportedHouston, 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
- 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
Client types the firm serves
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 profileOther advisors at Mercer Global Advisors Inc.
Showing 12 of 740 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Lime 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.
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