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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-19 |
| NH | RA | APPROVED | 2025-02-07 |
| CT | RA | APPROVED | 2022-04-01 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
965 Post Road East, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benemark, Inc. | Fairfield | CT | 08/1995 | 02/2022 |
| Mercer Global Advisors Inc. | Westport | CT | 03/2022 | 12/2025 |
| Mercer Global Advisors Inc. | Westport | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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