Matthew Brendon Crow

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

• 11/1997 → 05/2020
  Td Waterhouse Investor Services Inc
  Pasadena, CA
• 05/2020 → 08/2025
  Ep Wealth Advisors
  Torrance, CA
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Monrovia, CA
• 08/2025 → 12/2025
  Unemployed
  Monrovia, CA

Previous Registrations

• 2020-05-22 → 2025-08-27
  Ep Wealth Advisors
  Torrance, CA
• 2003-07-31 → 2020-05-05
  Td Ameritrade, Inc.
  Pasadena, CA
• 2006-04-25 → 2020-05-05
  Td Ameritrade Investment Management, Llc
  Pasadena, CA
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-07-28
• S63 Uniform Securities Agent State Law Examination
  1996-10-21