Douglas James Watts

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

• 10/2018 → 02/2020
  Mass Mutual Life Insurance Company
  Southfield, MI
• 11/2018 → 02/2020
  Mml Investors Services
  Southfield, MI
• 08/2016 → 08/2018
  Biomeme Inc.
  Philadelphia, PA
• 03/2020 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ann Arbor, MI
• 01/2017 → 08/2018
  Commonwealth Of Pennsylvania
  Philadelphia, PA
• 04/2020 → 07/2021
  Bank Of America N.A.
  Ann Arbor, MI
• 12/2022 → Present
  Mercer Global Advisor Inc.
  Ann Arbor, MI
• 08/2021 → 11/2022
  Vintage Financial Services, Llc
  Ann Arbor, MI

Previous Registrations

• 2022-05-25 → 2023-02-23
  Vintage Financial Services Llc
  Ann Arbor, MI
• 2020-04-07 → 2021-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Ann Arbor, MI
• 2019-05-09 → 2020-02-14
  Mml Investors Services, Llc
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-04-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Doug Watts
• Douglas Watts