Seattle, WA Office

Team
Updated today

Client AUM

$77,596,489,094

Clients

35,044

Advisors

2

Of 733 advisors across 245 offices

Location

Seattle WA

Advisors at this office

2

Advisors at this office

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Christopher K

Series 63, Series 66

Seattle, WA

Mercer Global Advisors Inc.

Christopher Kalafatis is a financial advisor at Mercer Global Advisors Inc. in Seattle, WA, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

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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Paul M

Series 63, Series 65, Series 66

Seattle, WA

Mercer Global Advisors Inc.

Paul Meyer is a financial advisor with Mercer Global Advisors Inc. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior roles include positions at JPMorgan Trust Company and JPMorgan Securities, as well as Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. He serves as a director and volunteer advocate for the Evans Scholars Foundation, a nonprofit that raises funds and mentors for college scholarships for golf caddies. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering various portfolio management and financial planning solutions alongside tax and estate-planning coordination.

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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