Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-25 |
Branch Locations
901 South Mopac Expressway, Building Ii Suite 270, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Wealth Management, Inc | Austin | TX | 10/2009 | 01/2021 |
| Mercer Global Advisors Inc. | Austin | TX | 12/2018 | 01/2021 |
| Mercer Global Advisors Inc. | Austin | TX | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-26 |
Reach out to this advisor