Investment adviser representative · Mercer Global Advisors Inc.
Mary Ann Sullivan
CRD 1975404 · Walnut Creek, CA
At a glance
Mary Ann Sullivan is an investment adviser representative with Mercer Global Advisors Inc. in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mary Ann’s SEC record dates to 2009, about 17 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Mercer Global Advisors Inc.Since July 2026Walnut Creek, CA · $84B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mercer Global Advisors Inc.
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- Austin M. JamatiWalnut Creek · Certified Financial Planner
- Timothy H. KallasWalnut Creek
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