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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-04 |
| NH | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-06-29 |
| NY | RA | APPROVED | 2021-08-31 |
| CO | RA | APPROVED | 2019-07-03 |
Branch Locations
122 East 42Nd Street Suite 2805, New York, NY 10168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traust Sollus Wealth Management, Llc | New York | NY | 04/2010 | 11/2018 |
| Mercer Global Advisors Inc. | New York | NY | 11/2018 | 09/2021 |
| Mercer Global Advisors, Inc | New York | NY | 10/2021 | Present |
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