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Matthew Alan Cook

Mercer Global Advisors Inc.

Denver, CO

Santa Barbara, CA

CRD 4617541

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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
TX RA APPROVED 2023-04-27
HI RA APPROVED 2022-11-04
CA RA APPROVED 2008-07-03
  • TX RA
    APPROVED
    Since 2023-04-27
  • HI RA
    APPROVED
    Since 2022-11-04
  • CA RA
    APPROVED
    Since 2008-07-03

Branch Locations

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

222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • 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
Mercer Global Advisors Inc. Santa Barbara CA 09/2015 10/2020
Mercer Global Advisors Inc. Santa Barbara CA 10/2020 12/2025
Mercer Global Advisors Inc. Santa Barbara CA 01/2026 Present
Previous Registrations
  • 2003-03-20 → 2008-06-30
    Mercer Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-19
  • S65 Uniform Investment Adviser Law Examination
    2003-03-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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