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RIA / WealthAdvisor22 years in industry

Edward M Lettieri

Advisor at MERCER GLOBAL ADVISORS INC.

Radnor, PA | DENVER, CO

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Search this name across graphsid dfx:ria:7eac251f-10bc-8fa5-d423-48460358974f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 22, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Sep 17, 2004
First registration: Sep 22, 2004
Dual registered: no
Other names: ED LETTIERI|Edward Michael Lettieri|EDWARD M LETTIERI
IAPD individual key: 2329613

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Mar 26, 2024	n/a	yes	DENVER, CO\|Radnor, PA	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 4, 2023	Mar 26, 2024	no	ST. PETERSBURG, FL\|Pittsburgh, PA	Previous registration
FORT PITT CAPITAL GROUP, LLC	Former SEC adviser	Jan 28, 2021	Dec 2, 2022	no	PITTSBURGH, PA	Previous registration
HEFREN-TILLOTSON, INC.	Former SEC adviser	Aug 18, 2017	Sep 14, 2020	no	PITTSBURGH, PA\|PITTSBURGH, PA\|Butler, PA\|Pittsburgh, PA\|WEXFORD, PA\|Butler, PA\|Pittsburgh, PA	Previous registration
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	n/a	Sep 22, 2004	Oct 7, 2008	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES & ASSOCIATES, INC.	MERCER GLOBAL ADVISORS INC.	Mar 26, 2024	Mar 26, 2024	0	Firm change	Ibd to RIA
FORT PITT CAPITAL GROUP, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Dec 2, 2022	Aug 4, 2023	245	Firm change	RIA to ibd
HEFREN-TILLOTSON, INC.	FORT PITT CAPITAL GROUP, LLC	Sep 14, 2020	Jan 28, 2021	136	Firm change	RIA to RIA
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	HEFREN-TILLOTSON, INC.	Oct 7, 2008	Aug 18, 2017	3,237	Firm change after gap	Other

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Mar 26, 2024 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 4, 2023 to Mar 26, 2024factForm ADV
→ FORT PITT CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Jan 28, 2021 to Dec 2, 2022factForm ADV
→ HEFREN-TILLOTSON, INC.Registered adviserregistration: previous registration
Aug 18, 2017 to Sep 14, 2020factForm ADV
→ INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 22, 2004 to Oct 7, 2008factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
Edward M Lettieri left Raymond James & Associates, Inc. for Mercer Global Advisors Inc. (registered 2024-03-26)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2022
Advisor changed firm
Edward M Lettieri left Fort Pitt Capital Group, Llc for Raymond James & Associates, Inc. (registered 2023-08-04)
Form ADVobserved 6 days ago