Brian Douglass Matlock
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Mercer Global Advisors Inc.Sep 2024 to now
- Mercer Global Advisors Inc.Aug 2023 to Aug 2024
- Steward Wealth ManagementMay 2019 to Jul 2024
- TD Ameritrade InstitutionalAug 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2187319
- Firm CRD
- 147363