Marissa Renee Nece

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

• 07/2016 → 10/2016
  Evesham Mortgage Llc
  Marlton, NJ
• 10/2016 → 08/2022
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 09/2022 → Present
  Mercer Global Advisors Inc.
  New York, NY

Previous Registrations

• 2019-11-08 → 2022-08-29
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-28

Designations

• Certified Financial Planner