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Mercer Global Advisors Inc. CRD 147363
$84.4B regulatory AUM 87 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-26 |
| ID | RA | APPROVED | 2022-10-04 |
| WA | RA | APPROVED | 2022-08-02 |
| PA | RA | APPROVED | 2017-02-15 |
| TX | RA | APPROVED | 2017-02-15 |
| CA | RA | APPROVED | 2017-02-02 |
Branch Locations
131 4Th Street East Suite 320, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fabian Wealth Strategies, Inc. | Costa Mesa | CA | 01/2002 | 01/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 02/2017 | 10/2020 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 10/2020 | 06/2021 |
| Mercer Global Advisors Inc. | Boise | ID | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-28 |
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