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Matthew Russell Bohrer

Mercer Global Advisors Inc.

Denver, CO

Traverse City, MI

CRD 4392008

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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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-04
MI RA APPROVED 2019-10-08
  • WI RA
    APPROVED
    Since 2022-11-04
  • MI RA
    APPROVED
    Since 2019-10-08

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

310 West Front Street Suite 308, Traverse City, MI 49684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial & Investment Management Group Traverse City MI 07/1997 05/2019
Mercer Global Advisors Inc. Traverse City MI 05/2019 01/2024
Mercer Global Advisors Inc. Traverse City MI 01/2024 01/2025
Mercer Global Advisors Inc. Traverse City MI 01/2025 01/2026
Mercer Global Advisors Inc. Traverse City MI 01/2026 Present
Previous Registrations
  • 2010-11-03 → 2019-05-22
    Fim Group
    Traverse City, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-25
  • S65 Uniform Investment Adviser Law Examination
    2010-10-25

View on SEC IAPD

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