Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-26 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | WA | 09/2012 | 10/2018 |
| Jpmorgan Chase Bank Na | Seattle | WA | 07/2012 | 10/2018 |
| Cresset Asset Management, Llc | Seattle | WA | 10/2018 | 06/2020 |
| Integrated Advisors Network, Llc | Dallas | TX | 06/2020 | 12/2025 |
| Mdk Private Wealth Management | Seattle | WA | 06/2020 | 02/2024 |
| Mercer Global Advisors Inc. | Seattle | WA | 03/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-23 |
Reach out to this advisor