Chicago, IL Office

Team
Updated today

Client AUM

$77,596,489,094

Clients

35,044

Advisors

3

Of 733 advisors across 245 offices

Location

Chicago IL

Advisors at this office

3

Advisors at this office

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Marta M

Series 63, Series 65

Chicago, IL

Mercer Global Advisors Inc.

Marta Mycyk is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Betterment and AssetMark Financial, Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, offering a range of portfolio management and financial planning services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Pablo F

Series 65

Chicago, IL

Mercer Global Advisors Inc.

Pablo Fitting is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate accounts.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Ellie J

Series 66

Chicago, IL

Mercer Global Advisors Inc.

Ellie Johnson is a financial advisor with Mercer Global Advisors Inc. in Chicago, holding a Series 66 credential and possessing two years of industry experience. Prior to joining Mercer, she worked at Robert W Baird & Co. Outside of finance, she has experience with STARS Family Services and other diverse roles in retail and hospitality. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized investment programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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