Donald Andrew Calcagni

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:

Current Employers

Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APP_PEND_IARCE	2026-01-01
FL	RA	APP_PEND_IARCE	2026-01-01
MD	RA	APP_PEND_IARCE	2026-01-01
NJ	RA	APP_PEND_IARCE	2026-01-01
RI	RA	APP_PEND_IARCE	2026-01-01
SC	RA	APP_PEND_IARCE	2026-01-01
VT	RA	APP_PEND_IARCE	2026-01-01
MA	RA	APPROVED	2014-12-08
CT	RA	APPROVED	2014-05-05
DE	RA	APPROVED	2014-05-05
ME	RA	APPROVED	2014-05-05
NH	RA	APPROVED	2014-05-05
NC	RA	APPROVED	2014-05-05
VA	RA	APPROVED	2014-05-05
PA	RA	APPROVED	2008-07-03

DC RA
APP_PEND_IARCE

Since 2026-01-01
FL RA
APP_PEND_IARCE

Since 2026-01-01
MD RA
APP_PEND_IARCE

Since 2026-01-01
NJ RA
APP_PEND_IARCE

Since 2026-01-01
RI RA
APP_PEND_IARCE

Since 2026-01-01
SC RA
APP_PEND_IARCE

Since 2026-01-01
VT RA
APP_PEND_IARCE

Since 2026-01-01
MA RA
APPROVED

Since 2014-12-08
CT RA
APPROVED

Since 2014-05-05
DE RA
APPROVED

Since 2014-05-05
ME RA
APPROVED

Since 2014-05-05
NH RA
APPROVED

Since 2014-05-05
NC RA
APPROVED

Since 2014-05-05
VA RA
APPROVED

Since 2014-05-05
PA RA
APPROVED

Since 2008-07-03

Branch Locations

State College, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mercer Global Advisors Inc.	Radnor	PA	06/2015	02/2019
Mercer Global Advisors Inc.	Denver	CO	02/2019	Present

06/2015 → 02/2019

Mercer Global Advisors Inc.

Radnor, PA
02/2019 → Present

Mercer Global Advisors Inc.

Denver, CO

Previous Registrations

2005-01-12 → 2008-06-26

Mercer Advisors

West Conshohocken, PA
2002-07-30 → 2003-01-14

Equitable Advisors, Llc

State College, PA

Other Businesses

1. CAIS Capital LLC; Investment-related; 527 Madison Avenue, New York, NY 10022; Broker-dealer and fintech platform focused on the distribution of alternative investments; Member of the Advisory Council; 09/01/2022; 1 hour per month; 0 hours during trading hours; Provides guidance on CAIS management on the product design/development needs of RIAs and their clients. 2. Lock Haven University Foundation; Investment-related; 10 Susquehanna Avenue, Lock Haven, PA 17745; University foundation; Chair, Finance Committee; 12/11/2023; 2 hours per month; 0 hours during trading hours; Advises on the foundation's finances and investment portfolio.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-06-12
S65	Uniform Investment Adviser Law Examination	2000-04-29

S63 Uniform Securities Agent State Law Examination

2000-06-12
S65 Uniform Investment Adviser Law Examination

2000-04-29

Designations

Certified Financial Planner

Other Names

Don Calcagni

View on SEC IAPD