Robert Harvard Kinnie
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mercer Global Advisors Inc.Apr 2024 to now
- Napatree Capital LLCAug 2023 to Apr 2024
- Willmington TrustApr 2022 to Jul 2023
- People's United Advisors, Inc.Apr 2018 to Apr 2022
- People's Securities, Inc.Nov 2016 to Apr 2022
- Gerstein FisherSep 2016 to Nov 2016
- Gfa Securities LLCSep 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CT).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5629288
- Firm CRD
- 147363