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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 Glenridge Connector, Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Planning Group | Atlanta | GA | 05/2006 | 11/2022 |
| Army National Guard | Marietta | GA | 10/2014 | 09/2022 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2022 | Present |
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