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Katy Morrison Carr

Mercer Global Advisors Inc.

Portsmouth, NH

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-04-10
NH RA APPROVED 2026-04-10
  • ME RA
    APPROVED
    Since 2026-04-10
  • NH RA
    APPROVED
    Since 2026-04-10

Branch Locations

Two International Drive Suite 325, Portsmouth, NH 03801 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charter Oak Capital Management Portsmouth NH 05/2016 04/2026
Purshe Kaplan Sterling Investments Albany NY 07/2016 12/2022
Mercer Global Advisors Inc. Portsmouth NH 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-26
  • S66 Uniform Combined State Law Examination
    2002-06-26
Other Names
  • Katy Rhodes Morrison
  • Katy Rhodes Carr

View on SEC IAPD

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