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Melanie Odom Fitzgerald

Mercer Global Advisors Inc.

Denver, CO

Atlanta, GA

CRD 4650382

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2023-01-23
  • GA RA
    APPROVED
    Since 2023-01-23

Branch Locations

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

5555 Glenridge Connector, Suite 825, Atlanta, GA 30342 • 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
Ronald Blue & Co., Llc Atlanta GA 02/2003 05/2018
Women Renewed, Inc. Kennesaw GA 05/2018 03/2022
Resource Planning Group Atlanta GA 12/2020 11/2022
Mercer Global Advisors Inc. Atlanta GA 12/2022 Present
  • 02/2003 → 05/2018
    Ronald Blue & Co., Llc
    Atlanta, GA
  • 05/2018 → 03/2022
    Women Renewed, Inc.
    Kennesaw, GA
  • 12/2020 → 11/2022
    Resource Planning Group
    Atlanta, GA
  • 12/2022 → Present
    Atlanta, GA
Previous Registrations
  • 2021-01-19 → 2023-06-21
    Resource Planning Group, Ltd.
    Atlanta, GA
  • 2003-05-30 → 2017-08-01
    Ronald Blue & Co., Llc
    Roswell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-28
  • S65 Uniform Investment Adviser Law Examination
    2003-05-28
Designations
  • Certified Financial Planner
Other Names
  • Melanie Odom
  • Melanie Dimarco
  • Melanie Odom Musick
  • Melanie Odom Musick

View on SEC IAPD

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