John
Dilivio

Mercer Global Advisors Inc

CRD#6182452
Investment Advisor
in Englewood, CO

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About this Advisor

John Dilivio is a financial advisor based in Englewood, Colorado, working with Mercer Global Advisors Inc. John has previously held positions at Personal Capital, Fortney Hospitality Group, Empower Advisory Group, LLC, and Mercer Global Advisors Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, John is part of Mercer Global Advisors Inc, which operates out of Englewood, Colorado. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Englewood, CO

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

CO Average: $2,349,664,866
Total Number of Employees

1,020

CO Average: 28
Total Number of Accounts

86,945

CO Average: 1,101
Average Account Size

$521,596

CO Average: $2,134,119

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

John Dilivio Work History

2023 - Present (2 years)

Mercer Global Advisors Inc

2023 - 2023 (< 1 year)

Empower Advisory Group, LLC

2016 - 2023 (7 years)

Personal Capital

2013 - 2015 (2 years)

Fortney Hospitality Group

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Disclosures

Please visit the SEC profile of John Dilivio 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

Renee Pichette
Boulder, CO
Jonas Noack
San Diego, CA
James Roundy
Portland, OR
James Telfer
Denver, CO
Parshad Singh
Denver, CO
Mendim Gecaj
New York, NY
Kevin Dillon
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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