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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-13 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
767 Third Avenue 37Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | New York | NY | 04/2018 | 08/2021 |
| Traust Sollus | New York | NY | 01/2018 | 04/2018 |
| Clarfeld | Tarrytown | NY | 10/2014 | 01/2018 |
| Mercer Global Advisors, Inc | New York | NY | 08/2021 | 03/2022 |
| Mercer Global Advisors, Inc. | New York | NY | 03/2022 | 04/2025 |
| Mercer Global Advisors Inc. | New York | NY | 04/2025 | 12/2025 |
| Mercer Global Advisors Inc. | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
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