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Mariana Louise Battista

Mercer Global Advisors Inc.

Atlanta, GA

CRD 6758315

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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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-08-09
  • GA RA
    APPROVED
    Since 2021-08-09

Branch Locations

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anthony Smith Advisors, Inc. Atlanta GA 01/2017 04/2019
Unversity Of Georgia Athens GA 08/2012 12/2016
Patton Albertson Miller Group, Llc Atlanta GA 04/2019 06/2019
Atlanta Financial Associates, Llc Atlanta GA 06/2019 01/2021
Mercer Global Advisors Inc. Atlanta GA 01/2021 04/2025
Mercer Global Advisors Inc. Atlanta GA 04/2025 Present
Previous Registrations
  • 2019-08-16 → 2021-05-12
    Atlanta Financial Associates, Llc
    Atlanta, GA
  • 2019-04-05 → 2019-06-07
    Atlanta, GA
  • 2017-06-13 → 2019-04-05
    Anthony Smith Advisors, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-06
  • S65 Uniform Investment Adviser Law Examination
    2017-06-06
Designations
  • Certified Financial Planner
Other Names
  • Mari L Battista

View on SEC IAPD

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