Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
9yrs
Daniel Lime
Financial advisor at Mercer Global Advisors
Daniel Lime is a financial advisor in Houston, Texas, with 9 years in the industry. After less than a year at Ameriprise Financial Services, Daniel joined Mercer Global Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office5555 San Felipe Street Suite 200, Houston, TX 77056
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowMercer Global Advisors Inc.Current firm
- Feb 2025 – Jun 2025Ameriprise Financial Services, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Mercer Global Advisors at (888) 885-8101 and ask for Daniel Lime. Daniel works from the Houston, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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