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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-21 |
| TN | RA | APPROVED | 2025-05-05 |
| IL | RA | APPROVED | 2025-01-08 |
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 |
|---|---|---|---|---|
| Starbucks | Carol Stream | IL | 06/2016 | 08/2017 |
| College Church In Wheaton | Wheaton | IL | 05/2018 | 08/2018 |
| Westmont College | Santa Barbara | CA | 08/2017 | 05/2019 |
| Anthropologie | Beverly Hills | CA | 08/2019 | 12/2019 |
| Central Casting | Los Angeles | CA | 01/2020 | 05/2021 |
| Able Coffee Roasters | Huntington Beach | CA | 05/2021 | 12/2021 |
| Disneyland Resort | Anaheim | CA | 01/2022 | 04/2022 |
| Stars Family Services | Wheaton | IL | 07/2022 | 01/2023 |
| Stars Family Services | Wheaton | IL | 10/2022 | 01/2023 |
| Stars Family Services | Wheaton | IL | 01/2023 | 12/2023 |
| Robert W Baird & Co | Rockford | IL | 11/2023 | 01/2025 |
| Mercer Global Advisors Inc. | West Chicago | IL | 01/2025 | 04/2025 |
| Mercer Global Advisors Inc. | Nashville | TN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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