Michael Joseph Malloy
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Apr 2026 to now
- Mai Capital ManagementJul 2024 to Apr 2026
- University of Notre DameFeb 2024 to Apr 2024
- Mai Capital ManagementMay 2023 to Aug 2023
- Sequoia Financial GroupJun 2022 to Aug 2022
- Club Demonstration ServicesJun 2021 to Aug 2021
- University of Notre DameAug 2020 to Jan 2024
- Banyan TechnologyJul 2019 to Aug 2019
- Panera BreadMay 2018 to Sep 2018
- High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7578831
- Firm CRD
- 147363