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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
Branch Locations
Grand Rapids, MI • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
590 West Centre Avenue, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 11/2017 | 06/2019 |
| Bank Of America, N.A. | Grand Rapids | MI | 01/2016 | 11/2017 |
| Partnerinwealth | Houston | TX | 03/2020 | 09/2020 |
| Unemployed - Family Medical Issues | Grand Rapids | MI | 06/2019 | 03/2020 |
| The Mather Group, Llc | Chicago | IL | 09/2020 | 02/2022 |
| The Mather Group, Llc | Chicago | IL | 02/2022 | 06/2022 |
| Oxford Financial Group, Ltd. | Carmel | IN | 06/2022 | 01/2023 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 01/2023 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | 10/2023 |
| Unemployed | Grand Rapids | MI | 10/2023 | 03/2024 |
| Student | Houston | TX | 04/2024 | 06/2026 |
| Mercer Global Advisors Inc. | Portage | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-19 |
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