Kyle Ray
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
2 statesRegistered 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.Jun 2025 to now
- Full Sail Capital, LLCOct 2021 to Jun 2025
- Plan Group Financial, Inc.May 2021 to Oct 2021
- Saxony Securities IncNov 2020 to Oct 2021
- Ironhorse Investments & Estate PlanningAug 2020 to Oct 2021
- Unemployed, In SchoolAug 2019 to Aug 2020
- Fidelity InvestmentsJun 2019 to Aug 2019
- City National BankDec 2018 to Jan 2019
- Unemployed, In SchoolAug 2018 to Dec 2018
- City National BankJun 2018 to Aug 2018
- Dallas National Golf ClubApr 2018 to Jun 2019
- Unemployed, In SchoolJan 2017 to Apr 2018
- City National BankDec 2016 to Jan 2017
- Unemployed, In SchoolAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7268865
- Firm CRD
- 147363