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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 | 2024-04-03 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Inc. | Seattle | WA | 06/2006 | 10/2018 |
| Jpmorgan Trust Company, N.A. | Seattle | WA | 06/2006 | 10/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 10/2018 | 06/2020 |
| Integrated Advisors Network, Llc | Dallas | TX | 06/2020 | 12/2025 |
| Mdk Private Wealth Management | Seattle | WA | 06/2020 | 02/2024 |
| Mercer Global Advisors Inc. | Seattle | WA | 03/2024 | Present |
1) Evans Scholars Foundation; non-investment related; 2501 Patriot Blvd, Glenview, IL 60026; Non-profit that runs golf events and fundraise for college scholarships for caddies; Director; 01/2021; 4hrs/month; Volunteer Advocate for the organization who helps with fundraising and mentoring.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-21 |
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