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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 | 2026-07-30 |
Branch Locations
767 3Rd Ave 37Th Floor, New York, NY 10017 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2002 | 12/2023 |
| Northwestern Mutual Investment Services, Llc | New York | NY | 12/2012 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 12/2023 |
| Kevin Stein | New York | NY | 01/2024 | 08/2024 |
| Unemployed | New York | NY | 08/2024 | 01/2025 |
| Guardian Life Insurance Company | New York | NY | 01/2025 | 07/2026 |
| Park Avenue Securities | New York | NY | 01/2025 | 07/2026 |
| Mercer Global Advisors, Inc. | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-05 |
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