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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-05 |
| LA | RA | APPROVED | 2021-11-23 |
| TX | RA | APPROVED | 2021-11-23 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
8117 Preston Road Suite 700, Dallas, TX 75225 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 08/1993 | 09/2021 |
| Quest Capital Management Inc | Dallas | TX | 06/2005 | 09/2021 |
| Mercer Global Advisors Inc | Dallas | TX | 09/2021 | 12/2025 |
| Mercer Global Advisors Inc. | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-28 |
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