Daniel Polyakov

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

• 04/2020 → 10/2021
  Unemployed
  Westlake Village, CA
• 01/2020 → 04/2020
  Aeg
  Los Angeles, CA
• 07/2018 → 01/2020
  Substance Global
  Calabasas, CA
• 05/2017 → 07/2018
  Transit
  Culver City, CA
• 09/2014 → 05/2017
  Universal Pictures
  Universal City, CA
• 10/2021 → 03/2022
  Mercer Global Advisors Inc.
  Westlake Village, CA
• 03/2022 → 09/2023
  Mercer Global Advisors Inc.
  Woodland Hills, CA
• 03/2024 → 11/2024
  Mercer Global Advisors Inc.
  Woodland Hills, CA
• 09/2023 → 03/2024
  Mercer Global Advisor Inc.
  Woodland Hills, CA
• 11/2024 → Present
  Mercer Global Advisors Inc.
  Woodland Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-03

Designations

• Certified Financial Planner

Other Names

• Danny M Polyakov
• Daniel M Polyakov
• Daniel Michael Polyakov