Matthew Tyler Barham

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

• 12/2022 → 04/2024
  Secu Brokerage Services
  Raleigh, NC
• 07/2021 → 04/2024
  State Employees' Credit Union
  Archdale, NC
• 08/2020 → 07/2021
  Green Joe's Coffee
  Greensboro, NC
• 09/2020 → 05/2021
  Center For New North Carolinians
  Greensboro, NC
• 05/2019 → 08/2020
  Eternitees
  Greensboro, NC
• 08/2016 → 05/2021
  Unc Greensboro
  Greensboro, NC
• 04/2019 → 01/2020
  Michael's Companies
  Greensboro, NC
• 06/2018 → 01/2020
  Chick Fil A
  Greensboro, NC
• 05/2017 → 08/2017
  Cinemark
  Greensboro, NC
• 12/2011 → 05/2017
  Greensboro School System
  Greensboro, NC
• 03/2023 → 04/2024
  Credit Union Investment Services
  Raleigh, NC
• 05/2024 → Present
  Mercer Global Advisors Inc.
  Raleigh, NC

Previous Registrations

• 2023-04-27 → 2024-04-30
  Credit Union Investment Services
  Archdale, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-27
• S63 Uniform Securities Agent State Law Examination
  2023-03-10