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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 02/2013 | 05/2024 |
| Morgan Stanley | Sugar Land | TX | 09/2025 | 10/2025 |
| J Kelly & Associates | Jacksonville | FL | 05/2024 | 05/2025 |
| Unemployed - Family/Home Needs/Assistance | Sugar Land | TX | 05/2025 | 09/2025 |
| Mercer Global Advisors Inc. | Sugar Land | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-27 |
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