Dionisio Ernesto Meneses

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 01/2025
  Mercer Global Advisors Inc.
  San Diego, CA
• 07/1992 → 06/2020
  Dnm Creative Properties Inc.
  Bonita, CA
• 01/2025 → Present
  Mercer Global Advisors Inc.
  San Diego, CA
• 06/2020 → 04/2022
  Unemployed
  San Deigo, CA

Previous Registrations

• 2013-06-28 → 2013-10-23
  Morgan Stanley
  San Mateo, CA
• 2004-11-03 → 2006-12-31
  Gra Advisors, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-11
• S66 Uniform Combined State Law Examination
  2013-06-27

Other Names

• Dionisio Ernesto Meneses
• Dionisio Ernesto Meneses
• Dionisio Ernesto Meneses