Daniel Polyakov
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Mar 2024 to now
- Mercer Global Advisor Inc.Sep 2023 to Mar 2024
- Mercer Global Advisors Inc.Oct 2021 to Sep 2023
- UnemployedApr 2020 to Oct 2021
- AegJan 2020 to Apr 2020
- Substance GlobalJul 2018 to Jan 2020
- TransitMay 2017 to Jul 2018
- Universal PicturesSep 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5527299
- Firm CRD
- 147363