Kevin Garrett Moriarty
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Mercer Global Advisors Inc.Sep 2024 to now
- UnemployedDec 2023 to Sep 2024
- Stifel Financial CorpDec 2021 to Dec 2023
- UnemployedJun 2021 to Dec 2021
- UBSJun 2020 to Aug 2020
- CaptioncallDec 2017 to Jun 2018
- Wesleyan UniversityAug 2015 to May 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7257643
- Firm CRD
- 147363