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Chief Operating Officer · Sigfig Wealth Management LLC

Daniel A. Mercurio

CRD 4678747 · Named on Form ADV at one SEC-registered adviser

At a glance

Sigfig Wealth Management LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $3.6 billion in regulatory assets, lists Daniel A. Mercurio on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael T. ShaChief Executive Officer/ Managing Member, Sigfig Wealth Management LLC
  • Roger H. FongChief Technology Officer, Sigfig Wealth Management LLC
  • Terry E. BanetHead of Investments and Trading, Sigfig Wealth Management LLC
  • Samir N. SalviChief Financial Officer, Sigfig Wealth Management LLC
  • Steven V. MattusChief Investment Officer, GM of Digital Wealth, CCO, Sigfig Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.