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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 San Felipe St, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2013 | 01/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2025 | Present |
| Unemployed | Montgomery | TX | 01/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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