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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
8333 Douglas Avenue Suite 750, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Dallas | TX | 05/2024 | 07/2025 |
| Agis Network | Gainesville | FL | 09/2023 | 05/2024 |
| Northwestern Mutual | Orlando | FL | 05/2023 | 09/2023 |
| National Association Of Insurance And Financial Advisors | Gainesville | FL | 01/2023 | 05/2023 |
| University Of Florida | Gainesville | FL | 08/2022 | 01/2023 |
| The Selling Factory | Gainesville | FL | 05/2022 | 08/2022 |
| University Of Florida | Gainesville | FL | 10/2021 | 05/2022 |
| Chick-Fil-A | Gainesville | FL | 02/2021 | 10/2021 |
| University Of Florida | Gainesville | FL | 05/2020 | 02/2021 |
| High School | Deltona | FL | 01/2016 | 05/2020 |
| Mercer Global Advisors Inc. | Dallas | TX | 07/2025 | Present |
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