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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2022-02-17 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
412 Main Street Suite 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Birmingham | AL | 12/2019 | 01/2021 |
| Mml Investors Services, Llc | Birmingham | AL | 05/2020 | 01/2021 |
| Auburn University | Auburn | AL | 08/2017 | 12/2019 |
| Strategic Financial Partners | Birmingham | AL | 06/2019 | 08/2019 |
| Nextlevel Extreme Air Sports | Birmingham | AL | 02/2017 | 08/2017 |
| Jefferson State Community College | Birmingham | AL | 01/2017 | 07/2017 |
| Birmingham Southern College | Birmingham | AL | 08/2016 | 12/2016 |
| Raymond James Financial Services, Inc. | Birmingham | AL | 06/2019 | 06/2019 |
| Hawsgoodwin Wealth | Franklin | TN | 02/2021 | 12/2021 |
| Mercer Global Advisors Inc. | Franklin | TN | 01/2022 | 03/2022 |
| Mercer Global Advisors Inc. | Franklin | TN | 03/2022 | 10/2023 |
| Mercer Global Advisors Inc. | Franklin | TN | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-10 |
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