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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
| TN | RA | APPROVED | 2022-02-17 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
412 Main Street Suite 200, Franklin, TN 37064 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawsgoodwin Investment Management, Llc | Franklin | TN | 11/2012 | 12/2021 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2012 | 10/2020 |
| Mercer Global Advisors Inc. | Franklin | TN | 01/2022 | 12/2025 |
| Mercer Global Advisors Inc. | Franklin | TN | 01/2026 | Present |
1. HG Main Street Partners; Investment-related; 412 Main Street, Franklin, TN 37064; Real estate investment company; Partner / Part-Owner; 12/31/2021; 4hrs. per month; 0 hrs. per month; Real estate investment company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-23 |
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