Katherine Anne Fincher

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

• 01/2013 → 02/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2017 → 02/2019
  Fidelity Brokerage Services Llc
  Washington, DC
• 07/2018 → 02/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2019 → 03/2025
  Mason Investment Advisory Services, Inc.
  Reston, VA
• 03/2025 → Present
  Mercer Global Advisors Inc.
  Ketchum, ID

Previous Registrations

• 2019-03-19 → 2025-03-10
  Mason Investment Advisory Services Inc
  Reston, VA
  Ketchum, ID
• 2018-07-13 → 2019-02-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-03-27 → 2018-07-13
  Strategic Advisers Llc
  Washington, DC
• 2012-09-25 → 2017-02-21
  Cetera Wealth Services, Llc
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-09-24

Designations

• Certified Financial Planner

Other Names

• Katherine Anne Maerkle