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John Dilivio

Mercer Global Advisors Inc.

Englewood, CO

Denver, CO

CRD 6182452

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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
CO RA APPROVED 2023-11-07
  • CO RA
    APPROVED
    Since 2023-11-07

Branch Locations

Englewood, CO • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Personal Capital Denver CO 01/2016 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 11/2023
Mercer Global Advisors Inc. Denver CO 11/2023 12/2024
Mercer Global Advisors Inc. Denver CO 04/2026 Present
Mercer Global Advisors Inc. Denver CO 01/2025 03/2026
Previous Registrations
  • 2023-04-03 → 2023-11-07
    Greenwood Village, CO
  • 2017-03-08 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-06
  • S65 Uniform Investment Adviser Law Examination
    2017-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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