Kaila Elise Kelleher
Investment adviser representative at Mercer Global Advisors Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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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
12 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Long Run Wealth Advisors, LLCApr 2019 to Jan 2026
- Raymond James Financial Services Advisors, Inc.Apr 2019 to Jan 2021
- Raymond James Financial Services, Inc.Apr 2019 to Jan 2021
- The Ayco Company, L.p./mercer AlliedAug 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6434874
- Firm CRD
- 147363