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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 |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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