Katherine E Degiorgi

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

• 02/2015 → 10/2018
  Northwestern Mutual
  Atlanta, GA
• 01/2021 → 03/2023
  Mercer Global Advisors Inc
  Atlanta, GA
• 02/2019 → 12/2020
  Atlanta Financial Associates
  Atlanta, GA
• 11/2018 → 01/2019
  Unemployed
  Atlanta, GA
• 03/2023 → 09/2023
  Mercer Global Advisors Inc.
  Atlanta, GA
• 09/2023 → 11/2023
  Mercer Global Advisors Inc.
  Atlanta, GA
• 11/2023 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2016-07-21 → 2018-12-06
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2016-07-18

Designations

• Certified Financial Planner

Other Names

• Katherine E Degiorgi
• Kate Degiorgi
• Katherine Elaine Degiorgi