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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2022-09-20 |
| IL | RA | APPROVED | 2017-09-11 |
Branch Locations
475 N. Martingale Road, Ste 300, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | San Francisco | CA | 01/2017 | 04/2017 |
| Unemployed | Alameda | CA | 02/2016 | 01/2017 |
| Mercer Global Advisors Inc. | San Francisco | CA | 04/2017 | 04/2020 |
| Mercer Global Advisors Inc. | Chicago | IL | 04/2020 | 11/2020 |
| Mercer Global Advisors Inc. | Chicago | IL | 11/2020 | 02/2021 |
| Mercer Global Advisors Inc, | Chicago | IL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
| S66 | Uniform Combined State Law Examination | 1999-12-20 |
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