Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-11 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-Madison | Madison | WI | 08/2015 | 05/2019 |
| University Of Wisconsin-Madison | Madison | WI | 08/2018 | 05/2019 |
| Mercer Global Advisors Inc. | New York | NY | 08/2019 | 01/2022 |
| Hall Capital Partners | New York | NY | 06/2018 | 08/2018 |
| Mercer Global Advisors Inc. | New York | NY | 01/2022 | 09/2023 |
| Mercer Global Advisors Inc. | New York | NY | 09/2023 | 03/2026 |
| Mercer Global Advisors Inc. | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-10 |
Reach out to this advisor