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Anuska Santana Kovalcheck

Mercer Global Advisors Inc.

Denver, CO

Atlanta, GA

CRD 7072792

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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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-20
  • GA RA
    APPROVED
    Since 2022-09-20

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. Atlanta GA 01/2021 04/2025
Atlanta Financial Associates Atlanta GA 10/2018 12/2020
Stonecrafters Usa Atlanta GA 06/2017 10/2018
Cultural Care Au Pair Agency - Exchange Program Atlanta GA 06/2015 06/2017
Mercer Global Advisors Inc. Atlanta GA 04/2025 12/2025
Mercer Global Advisors Inc. Atlanta GA 01/2026 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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