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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-07 |
Branch Locations
124 Nw Tenth Street, Oklahoma City, OK 73103 • United States
Mustang, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oklahoma City | OK | 03/2015 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 11/2024 | 08/2026 |
| Bank Of America, N.A. | Oklahoma City | OK | 01/2025 | 08/2026 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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