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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2023-08-23 |
| MA | RA | APPROVED | 2023-05-10 |
| CT | RA | APPROVED | 2017-04-26 |
Branch Locations
Gloucester, MA • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Markets, Llc | Boston | MA | 06/2010 | 09/2016 |
| Mercer Global Advisors Inc. | Fairfield | CT | 04/2017 | 10/2018 |
| Unemployed | Cyress | TX | 09/2016 | 03/2017 |
| Mercer Global Advisors Inc. | Boston | MA | 03/2019 | 03/2022 |
| Unemployed | Gloucester | MA | 10/2018 | 03/2019 |
| Mercer Global Advisors, Inc | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
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