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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-23 |
| CO | RA | APPROVED | 2026-03-19 |
| NY | RA | APPROVED | 2026-03-19 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Cranford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co Inc | Lone Tree | CO | 02/2016 | 07/2024 |
| Charles Schwab Bank | Lone Tree | CO | 08/2017 | 07/2024 |
| Edward Jones | St Louis | MO | 08/2024 | 03/2026 |
| Mercer Global Advisors Inc. | Cranford | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-14 |
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