Kayla Sue-helene Samuel
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.Feb 2026 to now
- Allworth FinancialApr 2025 to Jan 2026
- Aw SecuritiesApr 2025 to Jan 2026
- East Texas A&m UniversityAug 2023 to May 2025
- Goldman SachsDec 2021 to Apr 2025
- TD AmeritradeJun 2020 to Dec 2021
- Midwestern State University- Vinson Health CenterAug 2019 to Jun 2020
- Target IncJun 2018 to Aug 2019
- Nathan's FamousJun 2018 to Aug 2018
- Midwestern State UniversityAug 2017 to May 2020
- Nh International Caribbean LtdJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7264914
- Firm CRD
- 147363