Best Investors
Account
Sign in
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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-05 |
| OK | RA | APPROVED | 2025-06-13 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Chicago, IL • United States
330 N Wabash Ave Office 24-115, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestone Asset Management, Llc | Boulder | CO | 08/2021 | 09/2022 |
| Pieces Technology | Irving | TX | 01/2021 | 06/2021 |
| Kanakuk Kamps | Branson | MO | 05/2018 | 08/2019 |
| Chuy's Texmex | Norman | OK | 10/2018 | 12/2020 |
| Redrock Canyon Grill | Southlake | TX | 04/2016 | 07/2019 |
| Full Sail Capital, Llc | Oklahoma City | OK | 09/2022 | 06/2025 |
| Mercer Global Advisors Inc. | Chicago | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
Reach out to this advisor