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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-26 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 11/2012 | 07/2023 |
| Eaton Vance Management | Boston | MA | 11/2012 | 07/2023 |
| Mercer Global Advisors Inc. | Mclean | VA | 03/2026 | Present |
| Unemployed | Mashpee | MA | 08/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-12 |
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