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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-24 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
New York, NY • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Bedford | TX | 07/2019 | 06/2021 |
| Wells Fargo Bank, Na | Bedford | TX | 03/2014 | 06/2021 |
| Wells Fargo Bank Na | Seattle | WA | 06/2021 | 08/2022 |
| Wells Fargo Bank Na | Boston | MA | 08/2022 | 09/2023 |
| Unemployed | Boston | MA | 09/2023 | 01/2024 |
| Citizens Bank Na | New York | NY | 01/2024 | 10/2024 |
| Mariner | Overland Park | KS | 03/2025 | 09/2025 |
| Unemployed | New York | NY | 10/2024 | 03/2025 |
| Mercer Global Advisors Inc. | New York | NY | 09/2025 | Present |
1. Interview Prep for Young Professionals; Not investment-related; New York, NY; Consulting; Owner; 06/2015; 25 hours per month; 0 hours per month during securities trading hours; Helping young professionals with interview practice, resume preparation, career advice, contract negotiation, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-10 |
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