Yes. Mercer Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission. SEC registration means Mercer Advisors is subject to the Investment Advisers Act of 1940, ongoing regulatory examinations, and detailed disclosure requirements, including Form ADV and Form CRS filings any prospect or client can access publicly. This regulatory oversight is one of the reasons prospects should look for RIA registration when evaluating any financial advisor. Registration itself does not imply SEC endorsement of Mercer Advisors’ services.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
