Career
Christine Cataldo has been Chief Technology Officer of Mercer Global Advisors since June 2021. Christine Cataldo is a control person of the firm and directly owns under 5% of it.
Mercer Global Advisors Inc. is a Denver, CO firm with $84.4B under management, 36,172 clients and 632 advisers across 269 offices, as of its September 2026 filing.
- Mercer Global Advisors Inc.Current– present · 3 yearsMcLean, VA · Adviser representative · Firm CRD 147363
- Financial Engines Advisors L.l.c.– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 104510
- Edelman Financial Services, LLC– · 8 yearsFairfax, VA · Adviser representative · Firm CRD 113299
- UBS Painewebber Inc.– · 1 yearVienna, VA · Adviser representative · Firm CRD 8174
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Virginia | Approved | 15 March 2023 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 12 October 2010 |
| Series 66 | Uniform Combined State Law Examination | 26 April 2001 |
| Series 7 | General Securities Representative Examination | 5 April 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Christine Adele Cataldo
- CRD
- 3042889
- Office
- 8180 Greensboro Drive, Suite 1010, McLean, VA 22102
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Christine Cataldo work?
Christine Cataldo has been Chief Technology Officer of Mercer Global Advisors Inc. since June 2021, and is a control person of the firm.
Is Christine Cataldo a financial advisor?
Yes. Christine Cataldo has a current investment-adviser registration in Virginia, through Mercer Global Advisors since March 2023.
How many years of experience does Christine Cataldo have?
Christine Cataldo has 22 years in the financial industry, since May 2004, across 4 adviser firms.
What exams has Christine Cataldo passed?
Christine Cataldo has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2001. FINRA credited Christine Cataldo with the SIE, which began in October 2018.
Where did Christine Cataldo work before Mercer Global Advisors?
Before Mercer Global Advisors, Christine Cataldo was registered through Financial Engines Advisors L.l.c., November 2018 to May 2021; Edelman Financial Services, LLC, October 2010 to November 2018; UBS Painewebber Inc., June 2001 to December 2002.
Where is Christine Cataldo based?
Christine Cataldo’s registered office is in McLean, VA.