Kevin Scott Meyersburg

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

• 01/2006 → 12/2018
  E*Trade Securities Llc
  Jersey City, NJ
• 03/2009 → 12/2018
  E*Trade Capital Management Llc
  Jersey City, NJ
• 12/2018 → 07/2019
  E*Trade Securities Llc
  Jersey City, NJ
• 12/2018 → 07/2019
  E*Trade Capital Management, Llc
  Jersey City, NJ
• 07/2019 → 12/2019
  E*Trade Securities Llc
  Jersey City, NJ
• 07/2019 → 12/2019
  E*Trade Capital Management Llc
  Jersey City, NJ
• 12/2019 → 02/2020
  E*Trade Securities Llc
  Jersey City, NJ
• 12/2019 → 02/2020
  E*Trade Capital Management Llc
  Jersey City, NJ
• 02/2020 → 08/2023
  E*Trade Securities Llc
  Jersey City, NJ
• 02/2020 → 08/2023
  E*Trade Capital Management Llc
  Jersey City, NJ
• 08/2022 → 08/2023
  Morgan Stanley Smith Barney Llc
  Jersey City, NJ
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Demarest, NJ
• 08/2023 → 01/2025
  Self-Employed
  Demarest, NJ

Previous Registrations

• 2009-03-10 → 2023-08-23
  Harrisdirect Llc
  Arlington, VA
  Jersey City, NJ
• 2022-09-02 → 2023-08-23
  Morgan Stanley
  Jersey City, NJ

Other Businesses

1. Bark Break, LLC; Not investment-related; Demarest, NJ; Pet transport business; CEO/Sole Partner; 09/03/2024; 0 hours per month; This LLC is currently inactive and not in business at this time.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-09
• S63 Uniform Securities Agent State Law Examination
  1996-09-10