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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-24 |
Branch Locations
590 W Centre Ave, Portage, MI 49024 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portage | MI | 02/2004 | 10/2020 |
| Sanford Financial Support Company | Portage | MI | 11/2006 | 10/2020 |
| Sanford Advisory Services | Portage | MI | 09/2009 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Portage | MI | 01/2009 | 10/2020 |
| Mercer Global Advisors Inc | Portage | MI | 05/2022 | 12/2025 |
| Mercer Global Advisors Inc | Portage | MI | 01/2026 | Present |
BK WALTER LLC, NOT INVESTMENT RELATED, 10749 GUN LAKE RD, MIDDLEVILLE MI 49333, REAL ESTATE HOLDING COMPANY, MEMBER, OWNER, 09/22/2023, 5 HOURS, ZERO DURING TRADING HOURS, OWNER OF ENTITY WITH THE PURPOSE OF REAL ESTATE INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-07 |
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