Christine Adele Cataldo
Investment adviser representative at Mercer Global Advisors Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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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
22 years in the industry.
- Heim, Young & Associates, Inc.Sep 2022 to now
- Mercer Global Advisors Inc.Jun 2021 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Apr 2021
- Ef Legacy Securities, LLCApr 2016 to Oct 2019
- Edelman Financial Services, Inc.Jan 2004 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 3042889
- Firm CRD
- 147363