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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-12 |
| MA | RA | APPROVED | 2014-11-03 |
| NJ | RA | APPROVED | 2014-10-01 |
| CT | RA | APPROVED | 2014-09-24 |
| RI | RA | APPROVED | 2014-09-24 |
| PA | RA | APPROVED | 2014-08-18 |
Branch Locations
2202 North West Shore Blvd. Suite 200, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | New York | NY | 08/2014 | 03/2017 |
| Mercer Global Advisors Inc. | New York | NY | 12/2017 | 06/2021 |
| Mercer Global Advisors Inc. | Tampa | FL | 02/2024 | Present |
| Mercer Global Advisors Inc. | New York | NY | 06/2021 | 02/2024 |
| Mercer Global Advisors Inc. | New York | NY | 04/2017 | 12/2017 |
1. Rental property; Investment-related; 113 N. Main Street, Lambertville, NJ 08530; Rental property; Owner/Landlord; 06/01/2009; 1 hr. per month; General management of rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-22 |
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