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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
3292 Eagle View Lane Suite 290, Lexington, KY 40509 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. Scott Neal, Inc. | Lexington | KY | 02/2015 | 04/2025 |
| Mercer Global Advisors Inc. | Lexington | KY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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