Julia Anne Messineo

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

• 06/2019 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 08/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 08/2019 → 08/2020
  The University Of Colorado At Boulder
  Boulder, CO
• 08/2018 → 06/2019
  The University Of Colorado At Boulder
  Boulder, CO
• 06/2018 → 08/2018
  At&T
  Bedminster, NJ
• 08/2017 → 06/2018
  The University Of Colorado At Boulder
  Boulder, CO
• 06/2017 → 08/2017
  At&T
  Bedminster, NJ
• 08/2016 → 06/2017
  The University Of Colorado At Boulder
  Boulder, CO
• 11/2020 → 11/2021
  Bank Of America, N.A.
  Denver, CO
• 12/2021 → 03/2023
  Mercer Global Advisors Inc.
  Denver, CO
• 03/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Previous Registrations

• 2020-10-22 → 2021-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Centennial, CO
  Broomfield, CO
  Denver, CO
  Las Vegas, NV
  New York, NY
  Denver, CO
  Longmont, CO
  Broomfield, CO
  Arvada, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-10-21

Designations

• Certified Financial Planner

Other Names

• Julia Messineo