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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-30 |
Branch Locations
Downers Grove, IL • 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 |
|---|---|---|---|---|
| Td Ameritrade | Chicago | IL | 12/2014 | 07/2021 |
| Charles Schwab & Co., Inc. | Downers Grove | IL | 07/2021 | 04/2022 |
| Cibc Private Wealth | New York | NY | 04/2022 | 09/2025 |
| Mercer Global Advisors Inc. | Downers Grove | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-18 |
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