Mariana Battista (CRD# 6758315) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Atlanta, GA and has over 6 years of experience in the finance industry. Mariana Battista 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Atlanta, GA | Jan 2021 - Current | 3 |
| Atlanta Financial Associates, LLC | Atlanta, GA | Jun 2019 - Jan 2021 | 1 |
| Patton Albertson Miller Group, LLC | Atlanta, GA | Apr 2019 - Jun 2019 | < 1 |
| Anthony Smith Advisors, Inc. | Atlanta, GA | Jan 2017 - Apr 2019 | 2 |
| Unversity Of Georgia | Athens, GA | Aug 2012 - Dec 2016 | 4 |
| Elwood & Goetz Wealth Advisory Group | Athens, GA | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- GA
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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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