Clayton R Evans

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

• 06/2020 → 09/2021
  Quest Capital Management Inc.
  Dallas, TX
• 06/2020 → 04/2021
  Raymond James Financial Services
  Dallas, TX
• 08/2019 → 01/2020
  Fidelity Investments
  Dallas, TX
• 02/2018 → 08/2019
  Fidelity Investments
  Dallas, TX
• 10/2021 → 05/2022
  Mercer Global Advisors
  Dallas, TX
• 10/2016 → 02/2018
  Fidelity Investments
  Westlake, TX
• 03/2016 → 10/2016
  Fidelity Investments
  Westlake, TX
• 01/2020 → 05/2020
  Fidelity Investments
  Dallas, TX
• 05/2022 → Present
  Mercer Global Advisors Inc.
  Dallas, TX

Previous Registrations

• 2020-06-30 → 2022-03-22
  Quest Capital Management, Inc.
  Dallas, TX
• 2018-07-13 → 2020-06-26
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-10-11 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Dallas, TX

Other Businesses

1) Mercer Advisors Insurance Solutions, "MAIS", Investment-related, 8117 Preston Road, Suite 700, Dallas, TX 75225, Insurance sales/ referrals, Insurance Agent, 10/01/2021, 5 hours per month during trading, duties include referring clients to MAIS and recommending insurance products that best suits their client needs.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-30
• S63 Uniform Securities Agent State Law Examination
  2016-04-29

Designations

• Certified Financial Planner

Other Names

• Clay Evans
• Clayton Reid Evans