Greta Frances Ferguson

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

• 06/2024 → Present
  Mercer Global Advisors Inc.
  South Boston, MA
• 06/2023 → 06/2024
  Mercer Global Advisors Inc.
  Portland, OR
• 06/2022 → 08/2022
  Murraysmith, Inc.
  Portland, OR
• 08/2020 → 05/2024
  Boston College
  Wellesley Hills, MA
• 09/2014 → 06/2020
  Oregon Episcopal School
  Portland, OR
• 05/2021 → 07/2021
  Cafe Nell
  Portland, OR
• 07/2021 → 08/2021
  Brix Tavern
  Portland, OR
• 06/2019 → 09/2019
  Gilchrist Art Camp
  Beaverton, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-17