Matthew John Williams

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

• 12/2015 → 09/2016
  Td Ameritrade
  Cary, NC
• 09/2016 → 05/2018
  First Allied Securities
  San Diego, CA
• 05/2018 → 07/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2021 → 05/2026
  Northern Trust Securities, Inc.
  Scottsdale, AZ
• 08/2020 → 07/2021
  None
  Scottsdale, AZ
• 05/2026 → Present
  Mercer Global Advisors Inc.
  Raleigh, NC

Previous Registrations

• 2021-08-30 → 2026-05-19
  Northern Trust Securities, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Naples, FL
  Scottsdale, AZ
  Chicago, IL
  Chicago, IL
• 2018-06-08 → 2020-08-04
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2016-10-05 → 2018-06-04
  First Allied Advisory Services, Inc.
  Cary, NC
• 2016-01-04 → 2016-09-29
  Td Ameritrade, Inc.
  Cary, NC
• 2016-01-04 → 2016-09-29
  Td Ameritrade Investment Management, Llc
  Cary, NC
• 2010-07-23 → 2014-08-21
  Strategic Advisers Llc
  Campbell, CA
  Sunnyvale, CA
  Palo Alto, CA
  Durham, NC
• 2007-04-27 → 2009-10-28
  Ubs Financial Services Inc.
  San Jose, CA
  Palo Alto, CA
• 2007-04-02 → 2007-05-01
  Morgan Stanley & Co. Llc
  San Jose, CA
• 1998-08-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Jose, CA
  Menlo Park, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-24
• S65 Uniform Investment Adviser Law Examination
  1997-07-18

Designations

• Certified Financial Planner

Other Names

• Matthew John Williams
• Matthew Williams