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Keith Wayne

Investment Adviser Representative at Mercer Global Advisors Inc.

Evington, VACRD #8009235Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Keith Wayne is an investment adviser representative with Mercer Global Advisors Inc. in Evington, VA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/2/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mercer Global Advisors Inc.Current
11/12/2024 – Evington, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mercer Global Advisors Inc.
    Aug 2022 – Mar 2024Evington, VA
  2. Mercer Global Advisors Inc.
    Mar 2024 – Apr 2025Evington, VA
  3. Campbell County Public Schools (Brookville Middle School)
    Aug 2016 – Jul 2022Lynchburg, VA
  4. Mercer Global Advisors Inc.
    Apr 2025 – Mar 2026Evington, VA
  5. Mercer Global Advisors Inc.
    Apr 2026 – no end date reportedEvington, 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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Mercer Global Advisors Inc.

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Wayne 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Keith Wayne (Mercer Global Advisors) - Fees & Credentials