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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2025-10-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Terra Firma Foundation Systems | Tigard | OR | 12/2013 | 11/2017 |
| Allen Sigmon Real Estate Group | Albuquerque | NM | 10/2017 | 11/2019 |
| Fidelity Investments | Albuquerque | NM | 12/2019 | 05/2023 |
| Lpl Financial Llc | Albuquerque | NM | 03/2024 | 10/2025 |
| Unemployed | Albuquerque | NM | 06/2023 | 02/2024 |
| Mercer Global Advisors Inc. | Rio Rancho | NM | 10/2025 | Present |
| Square 72 Investments | Albuquerque | NM | 04/2024 | 10/2025 |
1. Commercial Real Estate Investment; Investment-related; Albuquerque, NM; Real Estate Investment; Passive Investor; 01/2022; 1 hour per month; Less than 1 hour per month during securities trading hours; Passive investor in a commercial real estate project. 2.Cantrell and Associates; Not investment-related; Rio Ranch, NM; Inactive LLC; Owner; 01/2018; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Inactive LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-21 |
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