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 |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-08-28 |
Branch Locations
1801 Century Park East Suite Suite 1901, Los Angeles, CA 90067 • United States
5550 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 02/2021 | 07/2024 |
| Cal State University, San Bernardino | San Bernardino | CA | 08/2017 | 12/2020 |
| Poke Bistro | Ontario | CA | 02/2017 | 07/2017 |
| Southern Utah University | Cedar City | UT | 08/2016 | 11/2016 |
| Mwa Financial Services Inc | Rock Island | IL | 08/2021 | 07/2024 |
| Fed Ex Ground | Bloomington | CA | 07/2022 | 01/2023 |
| Legends Fc | Norco | CA | 07/2023 | 04/2025 |
| Mercer Global Advisors Inc. | Woodland Hills | CA | 02/2026 | Present |
| Mercer Global Advisors Inc. | Woodland Hills | CA | 09/2025 | 02/2026 |
| Mercer Global Advisors Inc. | Woodland Hills | CA | 08/2024 | 08/2025 |
| La City United | Wilmington | CA | 06/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-10 |
Reach out to this advisor