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Christine Adele Cataldo

Mercer Global Advisors Inc.

Mclean, VA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-15
  • VA RA
    APPROVED
    Since 2023-03-15

Branch Locations

8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
OrganizationCityStateFromTo
Edelman Financial Services, Inc. Fairfax VA 01/2004 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 04/2021
Heim, Young & Associates, Inc. Springfield MO 09/2022 Present
Mercer Global Advisors Inc. Mclean VA 06/2021 Present
  • 01/2004 → 11/2018
    Edelman Financial Services, Inc.
    Fairfax, VA
  • 04/2016 → 10/2019
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 04/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2022 → Present
    Heim, Young & Associates, Inc.
    Springfield, MO
  • 06/2021 → Present
    Mercer Global Advisors Inc.
    Mclean, VA
Previous Registrations
Other Businesses

Employed as CTO with affiliated RIA- Mercer Global Advisors, Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-26
  • S66 Uniform Combined State Law Examination
    2001-04-26
Designations
Other Names
  • Christine Adele Muller

View on SEC IAPD

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