John Christopher Mazzei

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

• 05/2015 → 10/2020
  Fidelity Brokerage Services
  Albuquerque, NM
• 07/2018 → 10/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2020 → 08/2022
  Charles Schwab & Co., Inc
  Santa Fe, NM
• 10/2020 → 08/2022
  Charles Schwab Bank, Ssb
  Santa Fe, NM
• 09/2022 → 07/2024
  The Vanguard Group, Inc.
  Plano, TX
• 07/2024 → Present
  Mercer Global Advisors Inc.
  Dallas, TX

Previous Registrations

• 2022-10-10 → 2024-07-10
  Vanguard Advisers, Inc.
  Plano, TX
• 2020-11-18 → 2022-09-20
  Charles Schwab & Co., Inc.
  Santa Fe, NM
  Albuquerque, NM
• 2018-07-13 → 2020-10-18
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-04 → 2018-07-13
  Strategic Advisers Llc
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

Nurse Emily, LLC; Not investment-related; 405 Chippendale Drive, Heath, TX 75032; Medical cosmetic company; Part-owner; 05/01/2023; 4 hrs. per month; 0 hrs. during trading hours; Perform administrative tasks such as quickbooks.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-27

Designations

• Certified Financial Planner

Other Names

• John Christopher Mazzei
• John Mazzei