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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2019 | 04/2025 |
| Allegiant Partners | Walnut Creek | CA | 12/2018 | 05/2019 |
| Unemployed | Walnut Creek | CA | 05/2019 | 10/2019 |
| Unemployed | Walnut Creek | CA | 07/2018 | 12/2018 |
| University Of Oregon | Eugene | OR | 09/2013 | 07/2018 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 10/2025 | Present |
| Unemployed | Walnut Creek | CA | 04/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
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