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John Connor Maloney

Mercer Global Advisors Inc.

Denver, CO

Ooltewah, TN

CRD 6631138

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-08-27
OR RA APPROVED 2024-08-15
WA RA APPROVED 2024-08-14
  • TN RA
    APPROVED
    Since 2024-08-27
  • OR RA
    APPROVED
    Since 2024-08-15
  • WA RA
    APPROVED
    Since 2024-08-14

Branch Locations

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

Ooltewah, TN • 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
Fisher Investments Camas WA 05/2018 08/2020
Willamette University Salem OR 08/2013 05/2020
Daimler Trucks North America Portland OR 02/2017 08/2017
Mercer Global Advisors Inc. Ooltewah TN 07/2024 Present
Fisher Investments Camas WA 08/2020 07/2024
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-10

View on SEC IAPD

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