Kalyani Gaur

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

• 07/2016 → 04/2019
  J.P. Morgan Chase Bank Na
  New York, NY
• 07/2016 → 04/2019
  J.P. Morgan Securities Llc
  New York, NY
• 01/2017 → 04/2019
  J.P. Morgan Chase Bank, Na
  New York, NY
• 04/2019 → 04/2024
  Citigroup
  New York, NY
• 04/2024 → Present
  Mercer Global Advisors Inc.
  New York, NY

Previous Registrations

• 2019-05-28 → 2024-04-24
  Citigroup Global Markets Inc.
  New York, NY
  Philadelphia, PA
  Washington, DC
  Greenwich, CT
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-05-24
• S63 Uniform Securities Agent State Law Examination
  2016-09-12

Other Names

• Kelly Sharma
• Kalyani Sharma Gaur
• Kelly Sharma Gaur
• Kalyani Sharma