Matthew Siegel

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

• 02/2016 → 10/2018
  Woodbury Financial Services, Inc
  Bellevue, WA
• 10/2018 → 07/2022
  Commonwealth Financial Network
  San Diego, CA
• 08/2018 → 07/2022
  Spectrum Financial Partners, Llc
  Bellevue, WA
• 10/2022 → 11/2023
  J.P. Morgan Securities Llc
  Seattle, WA
• 08/2022 → 11/2023
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 04/2016 → 07/2022
  Matthew Siegel
  Bellevue, WA
• 11/2023 → Present
  Mercer Global Advisors Inc.
  Bellevue, WA

Previous Registrations

• 2022-12-19 → 2023-11-06
  J.P. Morgan Securities Llc
  Seattle, WA
• 2018-10-09 → 2022-08-25
  Commonwealth Financial Network
  Bellevue, WA
  Seattle, WA
• 2013-09-10 → 2020-02-19
  Arrivity Financial Planning
  Seattle, WA
• 2016-02-09 → 2018-10-12
  Woodbury Financial Services, Inc.
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA
• 2013-06-07 → 2013-12-11
  Goddard Financial Planning, Inc.
  Seattle, WA
• 2009-09-14 → 2012-05-08
  Woodbury Financial Services, Inc.
  Bellevue, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-03-01
• S66 Uniform Combined State Law Examination
  2009-08-14

Designations

• Certified Financial Planner

Other Names

• Matt Siegel
• Matthew S Siegel
• Matthew Siegel
• Matthews S Fiegel
• Matthew Saul Siegel