Douglas Keith Giageos

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

• 07/2011 → 05/2023
  Rmr Financial Advisors, Llc
  Madison, WI
• 08/2021 → 05/2023
  Rmr Financial Advisors, Llc
  Madison, WI
• 06/2023 → Present
  Mercer Global Advisors Inc.
  Madison, WI

Previous Registrations

• 2011-07-15 → 2024-07-02
  Rmr Wealth Advisors Llc
  Madison, WI

Other Businesses

1) Middleton Youth Hockey, Inc. Non-investment related, PO Box 628311, Middleton WI 53562. Promote the advancement of youth athletics through hockey by developing teamwork, sportsmanship, respect and camaraderie, while enhancing hockey skills, social development and competition. Treasurer. 06/1/2021. Devotes 10 hours per month, none during trading hours. Duties include: Managing the financials.

Designations

• Certified Financial Planner
• Chartered Financial Analyst