Career
Donald Calcagni has been Chief Investment Officer of Mercer Global Advisors since October 2015. Donald Calcagni 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 · 18 yearsState College, PA · Adviser representative · Firm CRD 147363
- Mercer Advisors– · 3 yearsWest Conshohocken, PA · Adviser representative · Firm CRD 104569
- Axa Advisors, LLC– · under a yearState College, PA · Adviser representative · Firm CRD 6627
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Connecticut | Approved | 5 May 2014 |
| Delaware | Approved | 5 May 2014 |
| Maine | Approved | 5 May 2014 |
| Massachusetts | Approved | 8 December 2014 |
| New Hampshire | Approved | 5 May 2014 |
| North Carolina | Approved | 5 May 2014 |
| Pennsylvania | Approved | 3 July 2008 |
| Virginia | Approved | 5 May 2014 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2000 |
| Series 7 | General Securities Representative Examination | 28 March 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Donald Andrew Calcagni
- CRD
- 4203231
- Office
- State College, PA
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Donald Calcagni work?
Donald Calcagni has been Chief Investment Officer of Mercer Global Advisors Inc. since October 2015, and is a control person of the firm.
Is Donald Calcagni a financial advisor?
Yes. Donald Calcagni has a current investment-adviser registration in Connecticut, Delaware, Maine, Massachusetts, New Hampshire, North Carolina, Pennsylvania and Virginia, through Mercer Global Advisors since July 2008.
How many years of experience does Donald Calcagni have?
Donald Calcagni has 22 years in the financial industry, since August 2004, across 3 adviser firms.
What exams has Donald Calcagni passed?
Donald Calcagni has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in March 2000.
Where did Donald Calcagni work before Mercer Global Advisors?
Before Mercer Global Advisors, Donald Calcagni was registered through Mercer Advisors, January 2005 to June 2008; Axa Advisors, LLC, July 2002 to January 2003.
Where is Donald Calcagni based?
Donald Calcagni’s registered office is in State College, PA.