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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-20 |
| NJ | RA | APPROVED | 2023-12-12 |
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
67 Park Place East, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning | Clinton | NJ | 09/2018 | 10/2018 |
| Brighton Financial Planning | Clinton | NJ | 10/2009 | 12/2023 |
| Middleton Financial Mgt., Llc D/B/A Brighton Financial Planning | Clinton | NJ | 01/2019 | 12/2023 |
| Mercer Global Advisors | Morrristown | NJ | 12/2023 | Present |
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