Edward M Lettieri
Investment adviser representative at Mercer Global Advisors Inc.
18 yearsExperience
3 statesRegistered in
$84.4BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Mercer Global Advisors Inc.Mar 2024 to now
- Raymond James & Associates, Inc.Mar 2023 to Mar 2024
- Tristate Capital BankMar 2023 to Mar 2024
- Fort Pitt Capital GroupJan 2021 to Mar 2023
- Hefren TillotsonAug 2017 to Jan 2021
- American Century InvestmentsOct 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NY, OH, PA).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2329613
- Firm CRD
- 147363