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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Newberg | OR | 01/2023 | Present |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2022 | 12/2022 |
| Westmont College | Santa Barbara | CA | 09/2019 | 05/2022 |
| Unemployed | Rancho Cucamonga | CA | 05/2022 | 09/2022 |
| Student | Rancho Cucamonga | CA | 05/2016 | 08/2019 |
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