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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Salt Lake City | UT | 06/2026 | Present |
| Fidelity Investments | Salt Lake City | UT | 05/2026 | 05/2026 |
| Wilson Wealth Management Inc. | Salt Lake City | UT | 01/2026 | 03/2026 |
| Crewe Advisors | Salt Lake City | UT | 08/2025 | 12/2025 |
| Zions Bancorporation | Salt Lake City | UT | 05/2025 | 08/2025 |
| Fj Management | Salt Lake City | UT | 01/2025 | 04/2025 |
| University Of Utah | Salt Lake City | UT | 03/2024 | 08/2024 |
| Exit Realty Success | West Jordan | UT | 05/2023 | 06/2024 |
| Student | Kanab/ West Jordan | UT | 06/2016 | 05/2023 |
| Unemployed | Salt Lake City | UT | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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