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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-30 |
| CA | RA | APPROVED | 2016-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richmond Republic | San Francisco | CA | 03/2016 | 11/2016 |
| Mercer Global Advisors Inc. | San Francisco | CA | 11/2016 | 10/2020 |
| Mercer Global Advisors Inc. | San Francisco | CA | 10/2020 | 08/2022 |
| Mercer Global Advisors Inc. | San Francisco | CA | 08/2022 | Present |
1. St. Ignatius Parish; Investment-related; 650 Parker Avenue, San Francisco, CA 94118; Religious Institution; Finance Committee Member; 10/01/2024; 2 hours per month; 0 hours during trading hours; Attend monthly meetings and provide review of parish finances and investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-12 |
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