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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Matthew Siegel

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:361a6bf8-e6e7-c184-e02e-4ff6f6a29b4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 14, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 14, 2009
First registration: Sep 14, 2009
Dual registered: no
Other names: MATT SIEGEL|MATTHEW S SIEGEL|MATTHEW SIEGEL|Matthews S Fiegel|MATTHEW SAUL SIEGEL
IAPD individual key: 5690878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 8, 2023	n/a	yes	DENVER, CO\|Bellevue, WA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 19, 2022	Nov 6, 2023	no	SEATTLE, WA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 9, 2018	Aug 25, 2022	no	Bellevue, WA\|Seattle, WA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 9, 2016	Oct 12, 2018	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
ARRIVITY FINANCIAL PLANNING	State registered	Sep 10, 2013	Feb 19, 2020	no	SEATTLE, WA	Previous registration
GODDARD FINANCIAL PLANNING, INC.	n/a	Jun 7, 2013	Dec 11, 2013	no	SEATTLE, WA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 14, 2009	May 8, 2012	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	MERCER GLOBAL ADVISORS INC.	Nov 6, 2023	Dec 8, 2023	32	Firm change	Wirehouse to RIA
COMMONWEALTH FINANCIAL NETWORK	J.P. MORGAN SECURITIES LLC	Aug 25, 2022	Dec 19, 2022	116	Firm change	Ibd to wirehouse
ARRIVITY FINANCIAL PLANNING	WOODBURY FINANCIAL SERVICES, INC.	Feb 19, 2020	Feb 9, 2016	-1,471	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	COMMONWEALTH FINANCIAL NETWORK	Oct 12, 2018	Oct 9, 2018	-3	Firm change	Ibd to ibd
GODDARD FINANCIAL PLANNING, INC.	ARRIVITY FINANCIAL PLANNING	Dec 11, 2013	Sep 10, 2013	-92	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	GODDARD FINANCIAL PLANNING, INC.	May 8, 2012	Jun 7, 2013	395	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
421:8032:WA:2018-10-12	Oct 12, 2018	Oct 9, 2018	BELLEVUE, WA	Firm change

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Dec 8, 2023 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 19, 2022 to Nov 6, 2023factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 9, 2018 to Aug 25, 2022factForm ADV
→ ARRIVITY FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Sep 10, 2013 to Feb 19, 2020factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 9, 2016 to Oct 12, 2018factForm ADV
→ GODDARD FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Jun 7, 2013 to Dec 11, 2013factForm ADV

Dated events

Occurred
Nov 6, 2023
Advisor changed firm
Matthew Siegel left J.P. Morgan Securities Llc for Mercer Global Advisors Inc. (registered 2023-12-08)
Form ADVobserved 6 days ago
Occurred
Aug 25, 2022
Advisor changed firm
Matthew Siegel left Commonwealth Financial Network for J.P. Morgan Securities Llc (registered 2022-12-19)
Form ADVobserved 6 days ago