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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| CO | RA | APPROVED | 2022-08-02 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5613 Dtc Parkway Suite 650, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Group | Paris | 05/2015 | 08/2017 | |
| American Red Cross | Houston | TX | 09/2017 | 10/2017 |
| Mercer Global Advisors Inc. | Houston | TX | 11/2018 | 12/2021 |
| Sylvia Garcia For Congress | Houston | TX | 09/2018 | 11/2018 |
| Unemployed | Houston | TX | 10/2017 | 09/2018 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2022 | 08/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 09/2022 | 12/2023 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-22 |
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