Luc
Ceci
Mercer Global Advisors Inc
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About this Advisor
Luc Ceci is a certified financial planner operating out of Newport Beach, California with 3 years of relevant experience. Ceci is currently employed by Mercer Global Advisors Inc. Ceci has gained experience at Nylife Securities, LLC, Coastline Community College, California State University Fullerton, Dh Financial & Insurance Services, Nylife Securities LLC, Eagle Strategies LLC, Mercer Global Advisors Inc, Student and New York Life. Ceci maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and can operate in California and Texas. Mercer Global Advisors Inc is a registered investment firm that has its headquarters in Denver, CO. The investment advisory business has offices in 80 locations and a total of 900 financial advisors. It has $35 billion in assets across its 76,213 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a diverse set of services, such as 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 typically vary depending on which service is provided. However, fee types charged by Mercer Global Advisors Inc may include 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
Luc Ceci Work History
Luc has been registered as a financial advisor for 3 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Nylife Securities, LLC
Dh Financial & Insurance Services
Eagle Strategies LLC
California State University Fullerton
Nylife Securities LLC
New York Life
Coastline Community College
Student
*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 Luc Ceci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
New York, NY
Santa Barbara, CA
Walnut Creek, CA
Denver, CO
Santa Barbara, CA
Denver, CO
Denver, CO
Walnut Creek, CA
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.
