Robert A Cox

Financial advisor at Mercer Global Advisors Inc.

Last updated 2026-10-10

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Robert A Cox is a financial advisor at Mercer Global Advisors Inc., CRD 2529746. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-06-05.

Registration

CRD number
2529746
Registration status
Active
IAPD registration
2000-06-05
Industry Experience
26 years
Work Experience
21 years
States registered
NE, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2004-12 to 2021-04 · Raymond James Financial Services, Inc. · Dallas, TX
  • 2005-01 to 2021-10 · Quest Capital Management Inc · Dallas, TX
  • 2006-04 to Present · Insurance - Non Variable · Dallas, TX
  • 2021-10 to Present · Mercer Global Advisors · Denver, CO

Current employment

SEC IAPD record for Robert A Cox

Mercer Global Advisors Inc.

Regulatory AUM
$84,396,892,590
Registered advisors
759
Offices
386
Clients per advisor
47.7 (Low)
Average AUM per client
$2.3M (Low)
High-net-worth client ratio
50.9% (High)

Mercer Global Advisors Inc.: advisors, services and reported ETF investments

About

Robert A Cox is a CFP® financial advisor at Mercer Global Advisors Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 26 years of industry experience and 21 years of reported work history. Reported roles include Mercer Global Advisors, Insurance - Non Variable, Quest Capital Management Inc, Raymond James Financial Services, Inc..

SEC disclosures list additional business and community activities: 1 (investment related): Quest capital management, inc; Address: dallas, tx nature of the business: non-variable insurance position/title: agent investment related:yes start date: 04/07/2006 hours per month devoted to this business: 5 hours per month devoted to this business during trading hours: 5 description of duties: agent 2.

Mercer Global Advisors Inc.'s firm-level Form ADV reports 759 advisors across 386 offices; approximately 47.7 clients per advisor, average assets per client of $2,333,211, and regulatory AUM of $84.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Mercer Global Advisors Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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