Matthew Siegel
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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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
10 years in the industry.
- Mercer Global Advisors Inc.Nov 2023 to now
- J.P. Morgan Securities LLCOct 2022 to Nov 2023
- JPMorgan Chase Bank, N.A.Aug 2022 to Nov 2023
- Commonwealth Financial NetworkOct 2018 to Jul 2022
- Spectrum Financial Partners, LLCAug 2018 to Jul 2022
- Matthew SiegelApr 2016 to Jul 2022
- Woodbury Financial Services, IncFeb 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5690878
- Firm CRD
- 147363