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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-13 |
Branch Locations
West Tisbury, MA • United States
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 |
|---|---|---|---|---|
| Martha's Vineyard Bank | West Tisbury | MA | 01/2023 | 05/2024 |
| Wilmington Trust | Palm Beach Gardens | FL | 07/2021 | 12/2022 |
| Vassar College | Poughkeepsie | NY | 08/2017 | 06/2021 |
| Carofin | Brevard | NC | 06/2020 | 08/2020 |
| William T. Dwyer High School | Palm Beach Gardens | FL | 08/2013 | 07/2017 |
| Jersey Mike's Subs | Jupiter | FL | 03/2017 | 07/2017 |
| Jersey Mike's Subs | Charlotte | NC | 05/2018 | 08/2018 |
| Lpl Financial | West Tisbury | MA | 03/2023 | 05/2024 |
| Mercer Global Advisors Inc. | West Tisbury | MA | 08/2024 | Present |
| Unemployed | West Tisbury | MA | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-20 |
Reach out to this advisor