Sharon Dahis
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.
Sharon Dahis is an investment adviser representative with Mercer Global Advisors Inc. in Radnor, PA, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Mycio Wealth Partners, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
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.
- Mercer Global Advisors Inc.May 2026 – no end date reportedRadnor, PA
- Yad Giora Middle SchoolSep 2015 – Jun 2018Herzliya
- Harishonim High SchoolJun 2018 – Apr 2019Herzliya
- Council Rock High School SouthApr 2019 – Aug 2022Holland, PA
- Altitude Trampoline ParkJul 2019 – Sep 2019Feasterville, PA
- Dunkin'Apr 2020 – Sep 2021Newtown, PA
- Temple UniversityAug 2022 – May 2025Philadelphia, PA
- Equitable AdvisorsJan 2024 – May 2024Bala Cynwyd, PA
- TIFF Investment ManagementMay 2024 – Aug 2024Radnor, PA
- RTD FinancialMay 2025 – Aug 2025Philadelphia, PA
- myCIO Wealth PartnersSep 2025 – Apr 2026Philadelphia, PA
Official records & sources
Data as of August 9, 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.
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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. Sharon Dahis 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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