MERCER GLOBAL ADVISORS INC.

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Company Details

Name:	MERCER GLOBAL ADVISORS INC.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	10 Dec 2018 (6 years ago)
Identification Number:	001690715
Place of Formation:	DELAWARE
Purpose:	WEALTH MANAGEMENT AND FINANCIAL PLANNING
Principal Address:	1200 17TH ST. SUITE 500, DENVER, CO, 80202, USA

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name	Role	Address
DANIEL GOURVITCH	PRESIDENT	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA
CHARLES DAVID WELLING	PRESIDENT	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

TREASURER

Name	Role	Address
MICHAEL HENRY	TREASURER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

SECRETARY

Name	Role	Address
MATHEW ENCINO	SECRETARY	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CFO

Name	Role	Address
MICHAEL HENRY	CFO	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF COMPLIANCE OFFICER

Name	Role	Address
KIM LORENZ	CHIEF COMPLIANCE OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF BUSINESS SOLUTIONS OFFICER

Name	Role	Address
KAREN LEE	CHIEF BUSINESS SOLUTIONS OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF OPERATING OFFICER

Name	Role	Address
LOREN PIERSON	CHIEF OPERATING OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF MARKETING OFFICER

Name	Role	Address
GARY FOODIM	CHIEF MARKETING OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF TECHNOLOGY OFFICER

Name	Role	Address
CHRISTINE CATALDO	CHIEF TECHNOLOGY OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

VICE CHAIRMAN

Name	Role	Address
DAVID BARTON	VICE CHAIRMAN	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF INVESTMENT OFFICER

Name	Role	Address
DONALD CALCAGNI	CHIEF INVESTMENT OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

DIRECTOR

Name	Role	Address
CHARLES DAVID WELLING	DIRECTOR	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

CHIEF TALENT AND ADMINISTRATIVE OFFICER

Name	Role	Address
MARTINE LELLIS	CHIEF TALENT AND ADMINISTRATIVE OFFICER	1200 17TH ST., SUITE 500 DENVER, CO 80202 USA

Filings

Number	Name	File Date
202450748910	Annual Report	2024-04-11
202331534780	Annual Report	2023-03-23
202215129600	Annual Report	2022-04-19
202192359520	Annual Report	2021-02-22
202032818990	Annual Report	2020-01-22

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Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State