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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
Dana Point, CA • 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 |
|---|---|---|---|---|
| D.M. Brenner, Inc. | Solana Beach | CA | 08/2022 | 09/2023 |
| Whealthy | Ladera Ranch | CA | 10/2016 | 07/2017 |
| San Juan Hills Golf Club | San Juan Capistrano | CA | 09/2017 | 03/2020 |
| Saddleback College | Mission Viejo | CA | 09/2019 | 05/2021 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2023 |
| Mercer Global Advisors, Inc. | Newport Beach | CA | 10/2023 | Present |
| Unemployed | Dana Point | CA | 10/2015 | 10/2016 |
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