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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-04
  • PA RA
    APPROVED
    Since 2026-06-04

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

100 West Matsonford Road Suite 4-200, Radnor, PA 19087 • United States

Philadelphia, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. Radnor PA 05/2026 Present
Yad Giora Middle School Herzliya 09/2015 06/2018
Harishonim High School Herzliya 06/2018 04/2019
Council Rock High School South Holland PA 04/2019 08/2022
Altitude Trampoline Park Feasterville PA 07/2019 09/2019
Dunkin' Newtown PA 04/2020 09/2021
Temple University Philadelphia PA 08/2022 05/2025
Equitable Advisors Bala Cynwyd PA 01/2024 05/2024
Tiff Investment Management Radnor PA 05/2024 08/2024
Rtd Financial Philadelphia PA 05/2025 08/2025
Mycio Wealth Partners Philadelphia PA 09/2025 04/2026
  • 05/2026 → Present
    Radnor, PA
  • 09/2015 → 06/2018
    Yad Giora Middle School
    Herzliya
  • 06/2018 → 04/2019
    Harishonim High School
    Herzliya
  • 04/2019 → 08/2022
    Council Rock High School South
    Holland, PA
  • 07/2019 → 09/2019
    Altitude Trampoline Park
    Feasterville, PA
  • 04/2020 → 09/2021
    Dunkin'
    Newtown, PA
  • 08/2022 → 05/2025
    Temple University
    Philadelphia, PA
  • 01/2024 → 05/2024
    Equitable Advisors
    Bala Cynwyd, PA
  • 05/2024 → 08/2024
    Tiff Investment Management
    Radnor, PA
  • 05/2025 → 08/2025
    Rtd Financial
    Philadelphia, PA
  • 09/2025 → 04/2026
    Mycio Wealth Partners
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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