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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
90 New Montgomery Street Suite 1250, San Francisco, CA 94105 • United States
100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | Santa Barbara | CA | 12/2014 | 06/2018 |
| First Republic Securities Company, Llc | Santa Barbara | CA | 08/2015 | 02/2018 |
| Patamar Capital | San Francisco | CA | 06/2018 | 06/2019 |
| Mercer Global Advisors Inc. | San Francisco | CA | 07/2019 | 01/2021 |
| Mercer Global Advisors Inc. | San Francisco | CA | 01/2021 | 09/2021 |
| Mercer Global Advisors Inc. | San Francisco | CA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
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