K Evan Kennedy
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
K. Evan Kennedy is an investment adviser representative with Mercer Global Advisors Inc. in Mclean, VA, where they have been registered since 2022. They have worked in the securities industry since 2003 and have been registered with 3 firms, including SEIA and Edelman Financial Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Hampshire and Virginia.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edelman Financial Services LLCSep 2015 – Oct 2018Fairfax, VA
- EF Legacy Securities, LLCApr 2016 – Oct 2018Henrico, VA
- SIIOct 2018 – Nov 2018Tyson Corner, VA
- SEIA, LLCOct 2018 – Sep 2022Tysons, VA
- Royal Alliance Associates, Inc.Nov 2018 – Sep 2022Tysons Corner, VA
- Mercer Global Advisors Inc.Oct 2022 – no end date reportedVienna, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mercer Global Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Path - First $1,000,0001.30%
- Wealth Path - Next $1,000,0001.00%
- Custom Wealth / Ascend Group - First $1,000,0001.10%
- Custom Wealth / Ascend Group - Next $1,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 740
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Denver, CO
- SEC file number:
- 801-69271
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Mercer Global Advisors Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. K Evan Kennedy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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