Unclaimed Profile

Donald Andrew Calcagni

MERCER GLOBAL ADVISORS INC.·DENVER, Colorado

Series 7, Series 63, Series 65Clean record24 years registeredMERCER GLOBAL ADVISORS INC.

1200 17TH STREET, DENVER, CO 80202CRD# 4203231Firm CRD# 147363

Profile Verification

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

Identity

Donald Andrew Calcagni · DENVER, CO

Registration

CRD #4203231 · MERCER GLOBAL ADVISORS INC. · 24 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jul 2008 – present

MERCER ADVISORS

Jan 2005 – Jun 2008

WEST CONSHOHOCKEN, PA

AXA ADVISORS, LLC

Jul 2002 – Jan 2003

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 30, 2002

Years registered · 24

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 Donald Andrew Calcagni offer?

Donald Andrew Calcagni specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Donald Andrew Calcagni's credentials?

Donald Andrew Calcagni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Andrew Calcagni located?

Donald Andrew Calcagni 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 Donald Andrew Calcagni charge for services?

Donald Andrew Calcagni'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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