Lisa Marie Pastushok

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

• 02/2015 → 03/2020
  Scharf Investments
  Scotts Valley, CA
• 03/2020 → 05/2022
  Silicon Valley Capital Partners, L.P.
  San Jose, CA
• 06/2022 → 10/2022
  Unemployed
  Atlanta, GA
• 10/2022 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA

Previous Registrations

• 2020-03-23 → 2022-06-02
  Silicon Valley Capital Partners, L.P.
  San Jose, CA
• 2015-06-02 → 2020-03-31
  Scharf Investments, Llc
  Los Gatos, CA
• 2014-04-14 → 2014-12-09
  Nicholas Hoffman & Company, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-20

Designations

• Certified Financial Planner