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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-24 |
| LA | RA | APPROVED | 2023-08-23 |
| GA | RA | APPROVED | 2018-09-24 |
| FL | RA | APPROVED | 2018-09-20 |
| VA | RA | APPROVED | 2018-02-07 |
| AZ | RA | APPROVED | 2008-07-30 |
| CA | RA | APPROVED | 2008-07-11 |
| TX | RA | APPROVED | 2008-07-10 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
131 4Th Street East Suite 320, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2015 | 03/2021 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 03/2021 | 03/2023 |
| Mercer Global Advisors Inc. | Ketchum | ID | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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