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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 | 2025-05-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Miami | FL | 02/2019 | 09/2019 |
| Primerica Financial Services | Miami | FL | 06/2015 | 08/2019 |
| Key Colony Hoa | Key Biscayne | FL | 07/2016 | 08/2019 |
| Komodo | Miami | FL | 12/2015 | 01/2017 |
| Florida International University | Miami | FL | 08/2012 | 07/2018 |
| J.P. Morgan Securities Llc | Miami | FL | 09/2019 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 09/2019 | 02/2022 |
| J.P. Morgan Securities Llc | Miami | FL | 02/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 02/2022 | 05/2025 |
| Mercer Global Advisors Inc. | Davenport | FL | 05/2025 | Present |
1. Rental property; Investment-related; Davenport, FL; Personal investment property; Owner and landlord; 07/2026; 1 hour per month; less than 1 hour per month during securities trading hours; Landlord duties of investment property. 2. Uber; Not investment-related; Homestead, FL; Ride sharing program; Delivery driver; 07/2026; 10 hours per month; Less than 1 hour per month during securities trading hours; Deliveries. 3. BYL Consulting Group, LLC; Investment-related; Homestead, FL; Small business consulting; Owner; 08/2026; 40 hours per month; Less than 1 hour per month during securities trading hours; Small business consulting and strategic planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-14 |
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