Best Investors Account Sign in
Inactive

William Clancy Sands

Mercer Global Advisors Inc.

Denver, CO

Boulder, CO

CRD 7959701

Claim This Profile
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
CO RA APPROVED 2024-07-22
  • CO RA
    APPROVED
    Since 2024-07-22

Branch Locations

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

2595 Canyon Boulevard Suite 320, Boulder, CO 80302 • 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. Boulder CO 09/2021 07/2022
Mercer Global Advisors Inc. Boulder CO 07/2022 10/2022
Mercer Global Advisors Inc. Boulder CO 10/2022 03/2024
Mercer Global Advisors Inc. Boulder CO 03/2024 03/2025
Chatham High School Chatham NJ 07/2014 06/2018
University Of Colorado Boulder Boulder CO 08/2018 05/2022
Mercer Global Advisors Inc. Boulder CO 04/2025 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Denver, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor