Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 03/2014 | 06/2018 |
| Argosy Wealth Management | Westlake Village | CA | 01/2018 | 06/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | 06/2020 |
| Mercer Global Advisors Inc. | Camarillo | CA | 07/2020 | 08/2023 |
| Mercer Global Advisors Inc. | Camarillo | CA | 09/2023 | 02/2024 |
| Mercer Global Advisors Inc. | Visalia | CA | 03/2024 | 09/2025 |
| Mercer Global Advisors Inc. | Visalia | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
Reach out to this advisor