Xinyi Cresci (CRD# 6681758) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry. Xinyi Cresci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Sunnyvale, CA | Mar 2024 - Current | < 1 |
| Mercer Global Advisors Inc. | Sunnyvale, CA | Mar 2023 - Mar 2024 | 1 |
| Mercer Global Advisors Inc. | Sunnyvale, CA | Mar 2022 - Mar 2023 | 1 |
| Mercer Global Advisors Inc. | Sunnyvale, CA | Apr 2020 - Mar 2022 | 1 |
| Mercer Global Advisors Inc. | Sunnyvale, CA | Oct 2018 - Apr 2020 | 1 |
| Team Hewins, LLC | Redwood City, CA | May 2018 - Oct 2018 | < 1 |
| Hewins Financial Advisors, LLC | Redwood City, CA | Sep 2015 - Jun 2018 | 2 |
| Hewins Financial Advisors, LLC | San Mateo, CA | Jan 2015 - Sep 2015 | < 1 |
| Unemployed | San Carlos, CA | Aug 2014 - Jan 2015 | < 1 |
| Ten Advertising | Los Angeles, CA | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
- TX
-
Total Assets Under Management45,350MILLIONS
-
Total Number of Accounts86,945ACCOUNTS
-
Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.