Brian Douglass Matlock

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

• 08/2013 → 05/2019
  Td Ameritrade Institutional
  Ft. Worth, TX
• 05/2019 → 07/2024
  Steward Wealth Management
  Colleyville, TX
• 08/2023 → 08/2024
  Mercer Global Advisors Inc.
  Colleyville, TX
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Colleyville, TX

Previous Registrations

• 2020-09-11 → 2023-10-31
  Steward Wealth Management
  Colleyville, TX
• 2012-09-12 → 2013-04-01
  Wwk Wealth Advisors
  Keller, TX
  Fort Worth, TX
• 2011-10-18 → 2013-03-27
  Lpl Financial Llc
  Keller, TX
  Colleyville, TX
  Keller, TX
• 2004-03-09 → 2005-05-05
  Strategic Advisers Llc
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-22
• S66 Uniform Combined State Law Examination
  2011-10-17
• S63 Uniform Securities Agent State Law Examination
  1992-05-15