Brian Abatemarco (CRD# 5954281) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Mclean, VA and has over 7 years of experience in the finance industry. Brian Abatemarco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Vienna, VA | Mar 2022 - Current | 2 |
| Mercer Global Advisors Inc. | Vienna, VA | Mar 2021 - Mar 2022 | 1 |
| Mercer Global Advisors Inc. | Vienna, VA | Dec 2018 - Mar 2021 | 2 |
| Unemployed | Arlington, VA | Sep 2018 - Dec 2018 | < 1 |
| Bridgemark Wealth Management | Rockville, MD | Sep 2018 - Sep 2018 | < 1 |
| Sii | Losangeles, CA | Jun 2016 - Aug 2018 | 2 |
| Seia | Los Angeles, CA | May 2016 - Aug 2018 | 2 |
| Greerwalker Wealth Management | Charlotte, NC | May 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- NC
- VA
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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