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William Thomas Mcnary

Mercer Global Advisors Inc.

Boulder, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-08-25
TX RA APPROVED 2023-08-25
CO RA APPROVED 2019-04-01
  • NH RA
    APPROVED
    Since 2023-08-25
  • TX RA
    APPROVED
    Since 2023-08-25
  • CO RA
    APPROVED
    Since 2019-04-01

Branch Locations

2595 Canyon Blvd Suite 320, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Confluence Financial Advisors Boulder CO 10/2015 10/2017
Mercer Global Advisors Inc. Boulder CO 03/2019 02/2023
Confluence Financial Advisors Boulder CO 07/2017 08/2018
Confluence Financial Advisors Boulder CO 08/2018 03/2019
Mercer Global Advisors Inc. Boulder CO 03/2023 12/2024
Mercer Global Advisors Inc. Boulder CO 01/2025 12/2025
Mercer Global Advisors Inc. Boulder CO 01/2026 Present
Previous Registrations
  • 2017-01-27 → 2020-03-31
    Confluence Financial Advisors
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-27
  • S65 Uniform Investment Adviser Law Examination
    2017-01-27
Designations

View on SEC IAPD

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