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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-30 |
| ID | RA | APPROVED | 2026-06-26 |
| UT | RA | APPROVED | 2026-03-26 |
| NM | RA | APPROVED | 2024-12-18 |
| TX | RA | APPROVED_RES | 2022-08-11 |
| AZ | RA | APPROVED | 2018-06-20 |
| CA | RA | APPROVED | 2016-01-19 |
Branch Locations
201 W North River Drive Suite 380 , Spokane, WA 99201 • United States
250 Bobwhite Court Suite 340 , Boise, ID 83706 • United States
100 Sun Avenue N.E.SUite 650 (Office Number 652), Albuquerque, NM 87109 • United States
7033 East Greenway Parkway Suite 290, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2016 | 01/2018 |
| Mercer Global Advisors Inc | Scottsdale | AZ | 01/2018 | 06/2021 |
| Mercer Global Advisors Inc | Scottsdale | AZ | 06/2021 | 01/2023 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 01/2023 | 05/2025 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 05/2025 | 12/2025 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 01/2026 | Present |
1) HELPING HANDS FOR SINGLE MOMS; NON INVESTMENT RELATED; 360 W CORONADO RD #150, PHEONIX, AZ 85004; NON PROFIT; BOARD MEMBER; 09/01/2019; DEVOTES 2 HOURS/MONTH, NONE DURING TRADING. DUTIES: PROVIDE ASSISTANCE AND EDUCATION FOR SINGLE MOMS AND ATTEND BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-14 |
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