Dominic
Colletti
Mercer Global Advisors Inc
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About this Advisor
Dominic Colletti is a certified financial planner working in Schaumburg, Illinois, with a total of 1 year of relevant experience. Colletti is an advisor for Mercer Global Advisors Inc. Over the course of their career, Colletti has held roles at Fidelity Investments, Fidelity Personal And Workplace Advisors, Polaris Wealth Advisory Group and Mercer Global Advisors Inc. Colletti maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Illinois. Mercer Global Advisors Inc is an advisory business based in Denver, CO. The firm has offices in 80 locations and a total of 900 advisors. It handles $35 billion in assets across its 76,213 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 89 charitable organizations. Of its 76,213 client accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. Mercer Global Advisors Inc has a number 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. A financial advisor's fees largely are based on which service is provided. Fees charged by Mercer Global Advisors Inc most likely consist of some combination 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
Dominic Colletti Work History
Dominic has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Fidelity Personal And Workplace Advisors
Polaris Wealth Advisory Group
Fidelity Investments
*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 Dominic Colletti 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
Denver, CO
Walnut Creek, CA
Santa Barbara, CA
Santa Barbara, CA
Denver, CO
Walnut Creek, CA
New York, NY
Vienna, VA
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.
