Anthony Thomas Bouton

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

• 08/2014 → 11/2016
  Western Southern Life
  Wauwatosa, WI
• 10/2014 → 11/2016
  W&S Brokerage Services
  Cincinnati, OH
• 11/2016 → 10/2019
  Fidelity Brokerage Services Llc
  Brookfield, WI
• 07/2018 → 10/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2019 → 11/2023
  Fisher Investments
  Camas, WA
• 02/2024 → Present
  Mercer Global Advisors Inc.
  Orlando, FL

Previous Registrations

• 2019-10-25 → 2023-11-08
  Fisher Investments
  Mukwonago, WI
  Plano, TX
  Richfield, WI
• 2018-07-13 → 2019-10-25
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-02-09 → 2018-07-13
  Strategic Advisers Llc
  Brookfield, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2015-07-09

Other Names

• Tony Bouton