Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
Branch Locations
67 E Park Place Suite 700, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Morristown | NJ | 05/2026 | Present |
| Td Bank | Bergenfield | NJ | 07/2022 | 04/2023 |
| J.P. Morgan Securities Llc | Woodland Park | NJ | 04/2023 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Woodland Park | NJ | 04/2023 | 05/2026 |
| Unemployed | Rochelle Park | NJ | 04/2013 | 05/2019 |
| Td Bank | Hawthorne | NJ | 07/2021 | 07/2022 |
| Shoprite | Rochelle Park | NJ | 05/2019 | 07/2021 |
| Urban Chicken | Montclair | NJ | 05/2021 | 07/2021 |
| Uber Eats | Hawthorne | NJ | 04/2022 | 07/2022 |
1) UBER TECHNOLOGIES, INC;NON INVESTMENT RELATED; 1515 3RD STREET, SAN FRANCISCO, CA 94158; FOOD DELIVERY; DELIVERY DRIVER/CONTRACTOR; 05/29/2026; DEVOTES APPROX 20 HOURS PER MONTH, NONE DURING TRADING; DUTIES INCLUDE: DELIVERING FOOD FOR UBER EATS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
Reach out to this advisor