Matthew A Hobson
Investment adviser representative at Mercer Global Advisors Inc.
16 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
16 years in the industry.
- Mercer Global Advisors Inc.Sep 2025 to now
- My Legacy Advisors, LLCNov 2017 to Sep 2025
- United Planners Financial Services of AmericaNov 2017 to Feb 2020
- Sii Investments, Inc.Jul 2014 to Nov 2017
- Eagle Wealth ManagementJun 2014 to Sep 2025
- Matthew Hobson Independent InsuranceSep 2010 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 5303519
- Firm CRD
- 147363