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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2011-01-13 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 01/2014 | 10/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 10/2017 | 12/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-13 |
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