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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 | 2023-07-31 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
125 Plantation Centre Drive, South Building 400, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Atlanta | GA | 08/2016 | 12/2017 |
| Valic | Atlanta | GA | 03/2018 | 02/2019 |
| Northwestern Mutual | Atlanta | GA | 03/2019 | 10/2019 |
| Wiser Wealth Management | Marietta | GA | 03/2020 | 07/2022 |
| Unemployed | Marietta | GA | 11/2019 | 02/2020 |
| Day & Ennis, Llc | Macon | GA | 07/2022 | 06/2023 |
| Mercer Global Advisors Inc | Macon | GA | 07/2023 | 03/2024 |
| Mercer Global Advisors Inc. | Macon | GA | 03/2024 | Present |
1. 2.5% OWNER, BARPER LLC THAT OWNS 10% OVERALL OF THE LEGENDS AT AZALEA APARTMENT COMPLEX.; REAL ESTATE INVESTMENT RELATED; 3500 PICKNEY MARSH LANE, SUMMERVILLE, , SOUTH CAROLINA, 29487; INVESTMENT PROPERTY; START DATE: 05/30/2019; 0-5hrs/month; 0-5hrs/month during trade hours, OWN 2.5% OF THE APARTMENT COMPLEX. 2. 50% Owner of MSB Capital Partners, LLC; Real Estate Investment Related; 425 Lindbergh Drive NE, Apt D4 Atlanta, GA 30305; Investment Property; Start Date: July 2023; 0hrs/month; 0hrs/month; Receive passive income from this investment property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-21 |
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