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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 Glenridge Connector, Suite 825, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Atlanta | GA | 07/2016 | 04/2019 |
| Regions | Atlanta | GA | 04/2019 | 01/2026 |
| Mercer Global Advisors Inc. | Atlanta | GA | 06/2026 | Present |
| Unemployed | Atlanta | GA | 01/2026 | 06/2026 |
1. Skyland Trail; Not investment related; Atlanta, GA; Nonprofit organization; Board Chair; 01/2025; 2 hours per month; 2 hours per month during securities trading hours; Responsible for leading the Board of Directors and oversight of various committees as well as serving as the Chair of the Executive Committee which represents the executive officers of the board. 2. The University System of Georgia Foundation, Inc.; Investment related; Atlanta, GA; Philanthropic foundation; Treasurer; 07/2023; 1 hour per month; 1 hour per month during securities trading hours; Collaborates with the CEO and staff on oversight of banking balances, audit communications with their CPA, and sound governance practices.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-01 |
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