George Merrick Estes

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2016
  Unemployed
  Fort Mill, SC
• 10/2016 → 07/2017
  Mercer Global Advisors Inc.
  Tampa, FL
• 07/2017 → 01/2025
  Mercer Global Advisors Inc.
  Alpharetta, GA
• 10/2025 → Present
  Mercer Global Advisors, Inc.
  Fort Mill , SC
• 01/2025 → 10/2025
  Mercer Global Advisors, Inc.
  Fort Mill, SC

Previous Registrations

• 2015-09-11 → 2016-08-08
  Harrisdirect Llc
  Charlotte, NC
  Arlington, VA
• 2010-02-01 → 2015-09-08
  Td Ameritrade, Inc.
  Charlotte, NC
  Columbia, SC
  Columbia, SC
• 2010-02-19 → 2015-09-08
  Td Ameritrade Investment Management, Llc
  Charlotte, NC
  Columbia, SC
• 2009-12-09 → 2009-12-31
  Evergreen Investment Management Co
  Boston, MA

Other Businesses

Co-owner and vice president of GME, LLC in Columbia, SC since 07/01/2008. Company owns and rents several properties. Mr. Estes devotes 4 hours a month (0 hours during trading hours) to maintaining the units and keeping financial records. As co-owner, he receives compensation. The activity is not investment related. Owner of a rental property in Charlotte, NC (Pat Garrett Street) since 01/01/2019. Devotes 2 hours a month (0 hours during trading hours) to paying bills and keeping records of income and expenses. Receives compensation (rental income) from the property. The activity is not investment related. Owner of a rental property in Charlotte, NC (Lincoln Street) since 01/01/2010. Devotes 2 hours a month (0 hours during trading hours) to paying bills and keeping records of income and expenses. Receives compensation (rental income) from the property. The activity is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-03
• S63 Uniform Securities Agent State Law Examination
  2001-02-16

Other Names

• Merrick Estes
• George M Estes
• G. Merrick Estes