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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 | 2025-10-01 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 10/2008 | 07/2018 |
| Axa-Advisors, Llc | New York | NY | 07/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | Los Angeles | CA | 05/2019 | 01/2022 |
| University Of Southern California | Los Angeles | CA | 05/2016 | 05/2018 |
| Bank Of America, N.A. | Los Angeles | CA | 07/2019 | 01/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2022 | 10/2023 |
| Mercer Global Advisors Inc. | Pasadena | CA | 06/2025 | Present |
| Louisiana State University | Shreveport | LA | 03/2025 | Present |
| Whittier Trust | Pasadena | CA | 01/2024 | 01/2025 |
1. Nature Israel; Not investment-related; 15 East 40th Street, Suite 904, New York, NY 10016; Non-profit environmental organization; Treasurer and Finance Committee Chair; 01/2024; 4 hours per month; 2 hours per month during securities trading hours; Facilitate Finance Committee Meetings, ensure policies are reviewed, and share committee reports with Nature Israel Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
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