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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-17 |
| WA | RA | APPROVED | 2024-05-04 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Lake Havasu City, AZ • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Seattle | WA | 12/2009 | 09/2018 |
| Cresset Asset Management, Llc | Seattle | WA | 09/2018 | 06/2020 |
| Integrated Advisors Network, Llc | Dallas | TX | 06/2020 | 12/2025 |
| Mdk Private Wealth Management | Seattle | WA | 06/2020 | 02/2024 |
| Mercer Global Advisors Inc. | Lake Havasu City | AZ | 03/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Lake Havasu City | AZ | 01/2026 | Present |
1) Western Arizona Humane Society; non-investment related; 2610 Sweetwater Ave, Lake Havasu City, AZ 86406; Animal Shelter; Board Member; 05/2021; 1 hr/month; Attend board meetings and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-02 |
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