Ignatius J D'ANna

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

• 02/2016 → 05/2017
  Scottrade, Inc.
  Century City, CA
• 05/2017 → 04/2020
  Charles Schwab & Co., Inc.
  Los Angeles, CA
• 05/2017 → 04/2020
  Charles Schwab Bank
  Los Angeles, CA
• 04/2022 → 04/2025
  Mercer Global Advisors Inc.
  Newport Beach, CA
• 04/2020 → 04/2022
  Bny Mellon Wealth Management
  Newport Beach, CA
• 04/2025 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 2017-06-29 → 2020-05-08
  Charles Schwab & Co., Inc.
  Los Angeles, CA
• 2017-01-25 → 2017-05-31
  Scottrade Investment Management
  Saint Louis, MO
• 2015-01-05 → 2016-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-30

Designations

• Certified Financial Planner

Other Names

• Ignatius Joseph Danna
• Ignatius J Danna