Unclaimed Profile

Christine Adele Cataldo

MERCER GLOBAL ADVISORS INC.·DENVER, Colorado

SIE, Series 7, Series 24, Series 66CFPClean record25 years registeredMERCER GLOBAL ADVISORS INC.

1200 17TH STREET, DENVER, CO 80202CRD# 3042889Firm CRD# 147363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christine Adele Cataldo · DENVER, CO

Registration

CRD #3042889 · MERCER GLOBAL ADVISORS INC. · 25 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Mar 2023 – present

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – May 2021

FAIRFAX, VA

EDELMAN FINANCIAL SERVICES, LLC

Oct 2010 – Nov 2018

FAIRFAX, VA

UBS PAINEWEBBER INC.

Jun 2001 – Dec 2002

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 21, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

CRD 147363 · SEC 801-69271

AUM

$45.4B

Regulatory assets under management

Employees

1,020

86,945 client accounts

Services offered by MERCER GLOBAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERCER GLOBAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Christine Adele Cataldo offer?

Christine Adele Cataldo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Christine Adele Cataldo's credentials?

Christine Adele Cataldo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christine Adele Cataldo located?

Christine Adele Cataldo is based in DENVER, Colorado, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Christine Adele Cataldo charge for services?

Christine Adele Cataldo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCER GLOBAL ADVISORS INC.?

MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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