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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-22 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2020 | 03/2022 |
| Kays Financial Advisory Corporation | Atlanta | GA | 02/2017 | 10/2020 |
| Unemployed | Roswell | GA | 03/2013 | 09/2016 |
| Cathy Stevens & Associates | Roswell | GA | 09/2016 | 01/2017 |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2023 | Present |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
Reach out to this advisor