Matthew B Nelsen

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

• 06/2013 → 03/2022
  People'S Securities, Inc.
  Bridgeport, CT
• 09/2025 → Present
  Mercer Global Advisors Inc.
  Stratford, CT
• 11/2022 → 08/2025
  Northern Trust
  Greenwich, CT
• 04/2022 → 11/2022
  Wilmington Trust
  Bridgeport, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-12

Designations

• Certified Financial Planner

Other Names

• Matthew Nelsen