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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-29 |
| MD | RA | APPROVED | 2026-04-17 |
| OH | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2023-06-30 |
| NE | RA | APPROVED | 2022-09-13 |
| CO | RA | APPROVED | 2018-10-29 |
Branch Locations
Alexandria, VA • 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 |
|---|---|---|---|---|
| Naqvi-Van Ness Asset Management | New York | NY | 04/2016 | 08/2018 |
| Mercer Global Advisors Inc. | Denver | CO | 08/2018 | 06/2019 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2019 | 09/2021 |
| Mercer Global Advisors Inc. | Alexandria | VA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-29 |
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