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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2023-08-25 |
| FL | RA | APPROVED | 2018-07-27 |
| GA | RA | APPROVED | 2018-02-08 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Smyrna | GA | 07/2016 | 09/2016 |
| Ameriprise Financial Services, Inc. | Atlanta | GA | 09/2016 | 01/2018 |
| Mercer Global Advisors Inc | Alpharetta | GA | 01/2018 | 04/2025 |
| Mercer Global Advisors Inc | Atlanta | GA | 04/2025 | Present |
Fairhope Property Investors, LLC; Investment-related; 3269 Sweet Buckeye Dr., Marietta, GA 30066; Real estate investing; Managing Member; 12/15/2022; 0 Hours; 0 Hours; This is an entity that will be used for real estate investment purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
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