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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-04 |
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 |
|---|---|---|---|---|
| East Carolina University | Greenville | NC | 08/1993 | Present |
| Mercer Global Advisors Inc. | Greenville | NC | 10/2024 | Present |
| Kiely Wealth Advisory Group, Inc. | Greenville | NC | 01/2000 | 10/2024 |
1. East Carolina University; Investment-related; 501 E 10th Street, Greenville, NC 27858; Academics; Finance Professor; 08/18/1993; 40-60 hrs. per month from mid-August until early May, 0 hrs. per month from May through mid-August; 0 hrs. during trading hours; Teach online courses in Investments, Portfolio Management, and Managerial Finance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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