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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
124 Northwest 10Th Street, Oklahoma City, OK 73103 • United States
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 |
|---|---|---|---|---|
| Full Sail Capital, Llc | Oklahoma City | OK | 07/2018 | 06/2025 |
| Trust Company Of Oklahoma | Oklahoma City | OK | 01/2017 | 02/2018 |
| Resolution Legal Group | Oklahoma City | OK | 11/2013 | 01/2017 |
| Full Sail Capital, Llc | Oklahoma City | OK | 02/2018 | 07/2018 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 06/2025 | Present |
1. ELM Street Investments, LLC; Investment-related; 1727 Graces Terrace, Edmond, OK 73025; Residential Real Estate Investing; Owner; 01/04/2016; 2 hrs. per month; 1 hr. during trading hours; Participate in decisions regarding real estate acquisitions, dispositions, capital improvements, and property maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-31 |
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