Gaetano Carillo

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

• 08/2021 → 10/2023
  Morgan Stanley
  Purchase, NY
• 06/2019 → 08/2019
  Merrill Lynch
  White Plains, NY
• 05/2018 → 08/2018
  Dick's Sporting Goods
  Yorktown, NY
• 05/2017 → 08/2017
  Bilotta And Santoli
  Harrison, NY
• 08/2020 → 05/2021
  Quinnipiac University
  Hamden, CT
• 08/2019 → 05/2020
  Quinnipiac University
  Hamden, CT
• 08/2018 → 05/2019
  Quinnipiac University
  Hamden, CT
• 08/2017 → 05/2018
  Quinnipiac University
  Hamden, CT
• 08/2016 → 05/2017
  Quinnipiac University
  Hamden, CT
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Amawalk, NY
• 10/2023 → 03/2024
  Unemployed
  Amawalk, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-03
• S63 Uniform Securities Agent State Law Examination
  2021-09-04

Other Names

• Guy Carillo