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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 | 2025-10-30 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
6345 Balboa Boulevard Building 4, Suite 375, Encino, CA 91316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sb Capital Management, Inc. | Encino | CA | 02/2023 | 10/2025 |
| Toni's Garage Doors | Las Vegas | NV | 03/2021 | 02/2023 |
| Wells Fargo | Los Angeles | CA | 01/2021 | 04/2021 |
| Self-Employed | Camarillo | CA | 09/2018 | 04/2021 |
| Camarillo Tutoring | Camarillo | CA | 08/2018 | 05/2019 |
| Bar 35 | Honolulu | HI | 05/2018 | 07/2018 |
| Pbr Rockbar | Las Vegas | NV | 07/2017 | 04/2018 |
| The Perch/ Downtown Terrace | Las Vegas | NV | 07/2017 | 12/2017 |
| Mcgreevy's Boston | Boston | MA | 07/2015 | 07/2017 |
| Mercer Global Advisors Inc. | Encino | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
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