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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-12-13
NY RA APPROVED 2024-12-10
  • NJ RA
    APPROVED
    Since 2024-12-13
  • NY RA
    APPROVED
    Since 2024-12-10

Branch Locations

767 Third Avenue 37Th Floor, New York, NY 10017 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kls Professional Advisors Group, Llc New York NY 04/2013 06/2019
Geller Advisors Llc New York NY 07/2019 10/2024
Mercer Global Advisors Inc. New York NY 12/2024 12/2025
Mercer Global Advisors Inc. New York NY 01/2026 Present
Previous Registrations
  • 2021-08-27 → 2025-01-30
    Geller Advisors Llc
    New York, NY
  • 2015-02-24 → 2019-07-03
    Kls Professional Advisors Group, Llc
    New York, NY
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-27
  • S65 Uniform Investment Adviser Law Examination
    2013-06-27
Designations

View on SEC IAPD

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