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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-14 |
Branch Locations
201 South College Street Suite 2250, Charlotte, NC 28244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Consultants Llc | Hunt Valley | MD | 10/2025 | 06/2026 |
| Phantom Fireworks | New Freedom | PA | 05/2024 | 07/2025 |
| Tasteful Occasions | New Freedom | PA | 05/2025 | 08/2025 |
| Temple University | Philadelphia | PA | 08/2021 | 05/2025 |
| Susquehannock High School | Glen Rock | PA | 08/2015 | 06/2021 |
| Mercer Global Advisors Inc. | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
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