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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 | 2025-06-18 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Yacht Club | Rye | NY | 05/2013 | 06/2016 |
| Weeden & Co. | Greenwich | NY | 06/2016 | 08/2016 |
| Boston College | Newton | MA | 08/2014 | 05/2018 |
| Gabelli Funds | Rye | NY | 05/2017 | 08/2017 |
| Mercer Global Advisors Inc. | New York | NY | 09/2024 | Present |
| Mercer Global Advisors Inc. | New York | NY | 11/2021 | 03/2023 |
| Mercer Global Advisors Inc. | New York | NY | 03/2023 | 03/2024 |
| Mercer Global Advisors Inc. | New York | NY | 03/2024 | 09/2024 |
| Gamco Investors Inc. | Rye | NY | 07/2018 | 03/2020 |
| Gamco Investors Inc. | Rye | NY | 03/2020 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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