DA
Donald Andrew Calcagni
CRD 4203231
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Mercer Global Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mercer Global Advisors Inc.
Chief Investment Officer · Less than 5% · Dec 2024
-
Mercer Advisors Private Asset Management, Inc.
President And Chief Investment Officer · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗