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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-10 |
Branch Locations
1200 17Th Street, Suite 500, Denver, CO 80202 • United States
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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Denver | CO | 03/2021 | 12/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 12/2022 | 02/2024 |
| Mercer Global Advisors Inc. | Denver | CO | 02/2024 | Present |
| Landus | Ames | IA | 08/2020 | 11/2020 |
| First National Bank | Ankeny | IA | 06/2018 | 06/2019 |
| Iowa State University | Ames | IA | 08/2016 | 08/2020 |
| Unemployed | Ames | IA | 11/2020 | 02/2021 |
| Members 1St Credit Union | Boone | IA | 02/2021 | 03/2021 |
| Jefferson Lines | Ames | IA | 09/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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