David J Ricci

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

• 01/2016 → 05/2018
  Colorado State University
  Fort Collins, CO
• 08/2023 → Present
  Mercer Global Advisors Inc.
  Mesa, AZ
• 10/2019 → 03/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2021 → 11/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2022 → 08/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2015 → 03/2017
  Fidelity Investments
  Scottsdale, AZ
• 03/2017 → 02/2018
  Fidelity Investments
  Scottsdale, AZ
• 02/2018 → 10/2019
  Fidelity Investments
  Scottsdale, AZ

Previous Registrations

• 2019-10-14 → 2023-08-29
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2018-07-13 → 2019-09-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-04 → 2018-07-13
  Strategic Advisers Llc
  Scottsdale, AZ
  Albuquerque, NM

Other Businesses

Ricci Properties; Investment-related; 2209 E. Emelita Ave, Mesa, AZ 85204; Real estate rental properties; Owner/Sole Proprietor; 03/2020; 5hrs.; 0hrs. during trading; Owner of rental properties and receives rental income as well as any profits from future sales.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-09
• S63 Uniform Securities Agent State Law Examination
  2014-03-28

Designations

• Certified Financial Planner

Other Names

• David Jacob Ricci
• David Ricci