David Matthew Simpson

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 09/2021
  Miller Advisors
  Kirkland, WA
• 10/2021 → 09/2022
  Mercer Global Advisors
  Kirkland, WA
• 09/2022 → Present
  Mercer Global Advisors Inc.
  Kirkland, WA

Previous Registrations

• 2014-03-11 → 2021-12-13
  Miller Advisors, Inc.
  Kirkland, WA
• 2011-02-28 → 2014-02-10
  Kms Financial Services, Inc.
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2011-02-25
• S63 Uniform Securities Agent State Law Examination
  2001-03-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Matthew Simpson