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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-06-16 |
| DE | RA | APPROVED | 2022-06-07 |
| PA | RA | APPROVED | 2022-05-24 |
| CT | RA | APPROVED | 2022-05-23 |
| CO | RA | APPROVED | 2021-03-22 |
| RI | RA | APPROVED | 2021-02-18 |
| NY | RA | APPROVED | 2021-02-14 |
| NH | RA | APPROVED | 2021-02-10 |
Branch Locations
122 East 42Nd Street, Suite 2805 The Chanin Building, New York, NY 10168 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | New York | NY | 03/2011 | 01/2021 |
| Mercer Global Advisors Inc. | New York | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-06 |
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