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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-05-23 |
| CA | RA | APPROVED | 2024-03-20 |
Branch Locations
5555 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Irvine | CA | 03/2015 | 04/2017 |
| Jpmorgan Chase Bank | Irvine | CA | 03/2015 | 04/2017 |
| Ami Usa Llc | Newport Beach | CA | 05/2013 | 04/2017 |
| E*Trade Securities Llc | Santa Ana | CA | 05/2017 | 11/2022 |
| E*Trade Capital Management Llc | Irvine | CA | 05/2017 | 11/2022 |
| Falcon Wealth Planning, Inc. | Ontario | CA | 11/2022 | 12/2023 |
| Falcon Wealth Planning | Irvine | CA | 11/2022 | 12/2023 |
| Mercer Global Advisors Inc. | Los Angeles | CA | 03/2024 | Present |
1. Milan Bigharaz Management Company; Not investment-related; 186 Desert Bloom, Irvine, CA 92618; Online Amazon Store; Owner; No direct involvement outside of ownership; 01/26/2024; 0 hrs. per month; No day-to-day involvement with the business, as the business is fully automated through a company called Why Unified. 2. Pure Paws Pet Company, LLC; Not investment-related; 186 Desert Bloom, Irvine, CA 92618; Online Amazon Store; Part-owner, President; Importing high-quality grass-fed dog/cat treats from New Zealand to USA; 01/22/2024; 2-3 hrs. per month; No active role in day-to-day operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-14 |
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