Keith John Huber

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 06/2017
  E*Trade Securities Llc
  New York, NY
• 04/2016 → 06/2017
  E*Trade Capital Management Llc
  New York, NY
• 06/2017 → 02/2020
  E*Trade Securities Llc
  Garden City, NY
• 06/2017 → 02/2020
  E*Trade Capital Management Llc
  Garden City, NY
• 02/2020 → 08/2023
  E*Trade Securities Llc
  Garden City, NY
• 02/2020 → 08/2023
  E*Trade Capital Management Llc
  Garden City, NY
• 01/2023 → 08/2023
  Morgan Stanley
  Garden City, NY
• 09/2025 → 12/2025
  Mercer Global Advisors Inc.
  Jacksonville, FL
• 08/2023 → 09/2025
  Unemployed
  Ponte Vedra, FL
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Ponte Vedra Beach, FL

Previous Registrations

• 2016-03-29 → 2023-08-18
  Harrisdirect Llc
  Arlington, VA
  Garden City, NY
  Garden City, NY
• 2023-01-04 → 2023-08-17
  Morgan Stanley
  Purchase, NY
  Garden City, NY
• 2006-07-31 → 2016-03-22
  Charles Schwab & Co., Inc.
  New York City, NY
  New York City, NY
  New York City, NY
  New York City, NY
  Manhasset, NY
  Lake Grove, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-14
• S63 Uniform Securities Agent State Law Examination
  1989-07-07

Other Names

• Keith J Huber