Olha Sophia Paluch

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

• 09/2008 → 10/2017
  City National Bank
  New York, NY
• 11/2017 → 06/2020
  Pnc Investments
  Pittsburgh, PA
• 11/2017 → 06/2020
  Pnc Bank
  Ridgewood, NJ
• 07/2020 → 05/2023
  Mai Capital Management Llc
  New York, NY
• 05/2023 → 09/2023
  Unemployed
  Randolph, NJ
• 09/2023 → 02/2024
  Keller Williams
  Morristown, NJ
• 02/2024 → 11/2024
  Coldwell Banker
  Mendham, NJ
• 11/2024 → 06/2026
  Janney Montgomery Scott
  Bedminster, NJ
• 07/2026 → Present
  Mercer Global Advisors Inc.
  Morristown, NJ

Previous Registrations

• 2021-08-09 → 2023-01-13
  Mai Capital Management, Llc
  New York, NY
• 2014-02-26 → 2017-10-04
  Rbc Securities, Inc
  New York, NY
  Los Angeles, CA
• 2004-11-01 → 2008-07-07
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2004-10-29
• S63 Uniform Securities Agent State Law Examination
  2000-12-20

Designations

• Certified Financial Planner

Other Names

• Olha Sophia Paslawskyj
• Olga Paslawskyj
• Olha Paslawskyj