Ignatius
D'Anna
Mercer Global Advisors Inc
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About this Advisor
Ignatius D'Anna is a certified financial planner who works in Newport Beach, California who has 1 year of industry experience. D'Anna is currently employed by Mercer Global Advisors Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, 24Hr Homecare, Loyola Marymount University, Bank Of America, N.A, Scottrade, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Mercer Global Advisors Inc and Bny Mellon Wealth Management. D'Anna has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mercer Global Advisors Inc is a business that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 financial advisors. It oversees $35 billion in total assets among its 76,213 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 client accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees vary depending on which service is offered. However, fees charged by Mercer Global Advisors Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Ignatius D'Anna Work History
Ignatius has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Bny Mellon Wealth Management
Charles Schwab & Co., Inc
Charles Schwab Bank
Scottrade, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
24Hr Homecare
Bank Of America, N.A
Loyola Marymount University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ignatius D'Anna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
