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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2020-07-21 |
Branch Locations
620 Center Drive Suite 1030, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argosy Wealth Management | Los Angeles | CA | 12/2016 | 07/2020 |
| Unemployed | Los Angeles | CA | 06/2016 | 12/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2017 | 06/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | 11/2020 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 07/2020 | 04/2025 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
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