Financial advisor
Ryan Poterack
At Mercer Advisors · Jackson, WY
Registered as RYAN RICHARD POTERACK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Poterack Capital Advisory | Poterack Capital Advisory | Mercer Advisors | Acquisition | January 7, 2026 | $265M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Investment adviser | January 7, 2026 | Current |
| PRIVATE ADVISOR GROUP, LLC | Investment adviser | November 28, 2023 | January 6, 2026 |
| KURE ADVISORY, LLC | Investment adviser | February 3, 2021 | November 1, 2023 |
| TRUADVICE LLC | Investment adviser | June 14, 2019 | February 15, 2021 |
| CAPITAL ASSET ADVISORY SERVICES, LLC | Investment adviser | August 17, 2012 | June 17, 2019 |
| POTERACK CAPITAL ADVISORY, INC. | Investment adviser | October 11, 2007 | August 20, 2012 |
| MADISON AVENUE ADVISORS, INC. | Investment adviser | June 6, 2006 | October 9, 2007 |
| MADISON AVENUE SECURITIES, INC. | Broker-dealer | March 1, 2006 | October 9, 2007 |
| THE O.N. EQUITY SALES COMPANY | Broker-dealer | June 18, 2004 | March 1, 2006 |
| PARK AVENUE SECURITIES LLC | Investment adviser | January 10, 2002 | May 6, 2004 |
| PARK AVENUE SECURITIES LLC | Broker-dealer | November 9, 2000 | May 6, 2004 |
| METLIFE SECURITIES INC. | Broker-dealer | September 16, 1991 | December 9, 1998 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | September 16, 1991 | December 9, 1998 |
| THOMAS JAMES ASSOCIATES, INC. | Broker-dealer | June 21, 1990 | June 25, 1991 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.