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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 | 2025-07-28 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 06/2015 | 04/2017 |
| Charles Schwab Bank | Houston | TX | 06/2015 | 04/2017 |
| Charles Schwab & Co., Inc. | Alpharetta | GA | 07/2020 | 08/2022 |
| Charles Schwab Bank | Alpharetta | GA | 07/2020 | 08/2022 |
| Homemaker | Tampa | FL | 04/2017 | 07/2020 |
| Voya Financial | Sandy Springs | GA | 01/2023 | 03/2024 |
| Unemployed | Sandy Springs | GA | 08/2022 | 01/2023 |
| Pensionmark Securities, Llc | Alpharetta | GA | 03/2024 | 07/2025 |
| World Investment Advisors | Alpharetta | GA | 03/2024 | 07/2025 |
| Mercer Global Advisors Inc. | Atlanta | GA | 07/2025 | Present |
1. Life, Accident & Sickness, and Variable Products Insurance Licenses; Investment-related; Atlanta, GA; Insurance Licenses; Insurance Producer; 04/2021; Less than 1 hour; 0 hours during securities trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-27 |
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