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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-09 |
| SC | RA | APPROVED | 2024-12-06 |
Branch Locations
Johns Island, SC • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frango Financial | Washington | DC | 04/2015 | 12/2024 |
| Mercer Global Advisors Inc. | Johns Island | SC | 12/2024 | Present |
1. Rental Property; Investment-related; 4360 Sea Forest Drive, Johns Island, SC 29455; Rental Real Estate; Owner; 11/15/2013; 1 hr. per month; 0 hrs. during trading hours; Property owner. 2. Tax Preparation Services; Not investment-related; 5618 Southern Pines Lane, Johns Island, SC 29455; Tax preparation services; Registered Tax Preparer; 12/01/2024; 100 hrs. per month February through April, 2-5 hrs. per month May through January; 0-100 hrs. during trading hours February through April, 0-5 hrs. during trading hours May through January; Tax preparation and filing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-04 |
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