Marta Romana Mycyk

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

• 08/2015 → 04/2022
  Assetmark Brokerage Corporation
  Chicago, IL
• 08/2015 → 04/2022
  Assetmark Financial, Inc.
  Chicago, IL
• 06/2023 → Present
  Mercer Global Advisors Inc.
  Chicago, IL
• 11/2022 → 06/2023
  Unemployed
  Chicago, IL
• 05/2022 → 11/2022
  Betterment
  New York City, NY

Previous Registrations

• 2015-09-01 → 2022-04-18
  Assetmark, Inc.
  Chicago, IL
  Concord, CA
• 2014-02-11 → 2014-11-07
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2004-01-05 → 2014-02-18
  Wolf Financial Management, Llc
  Oak Brook, IL
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
• 2004-01-12 → 2007-12-31
  Wolf Financial Management, Llc
  Oak Brook, IL
  Oak Brook, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-07
• S63 Uniform Securities Agent State Law Examination
  1995-01-31

Other Names

• Marta Romana Tunia
• Mycyk Tunia
• Mycyk Tunia
• Tunia Mycyk
• Tunia Mycyk
• Marta Romana Mycyk
• Marta Romana Mycyk