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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-10 |
| PA | RA | APPROVED | 2026-04-22 |
| OH | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments | Loveland | OH | 08/2014 | 02/2023 |
| Wealth Enhancement Group | Loveland | OH | 08/2023 | 07/2024 |
| Mcg Securities Llc | Loveland | OH | 03/2023 | 08/2023 |
| Mercer Global Advisors Inc. | Loveland | OH | 10/2025 | Present |
| Wealth Enhancement Group | Mason | OH | 07/2024 | 10/2025 |
1. STRITT HOLDINGS, LLC - NON-INVESTMENT RELATED - 467 BOOTS LANE - OWNER - STARTED 03/21/23 - REFERRAL BUSINESS, SELL SIDE SERVICES. FARM BUSINESS HAY SALES. - 4 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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