Jacqueline Steczkowski
Investment adviser representative at Mercer Global Advisors Inc.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Mercer Global Advisors Inc.Dec 2024 to now
- Napatree Capital LLCSep 2022 to Nov 2024
- UnemployedJun 2022 to Sep 2022
- The Leaders Group IncMay 2021 to Jun 2022
- Essex Financial Services, IncApr 2021 to Jun 2022
- People's United Advisors, Inc.Apr 2018 to Feb 2021
- People's Securities, Inc.Nov 2016 to Feb 2021
- Fidelity InvestmentsOct 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5867514
- Firm CRD
- 147363