K Evan Kennedy

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

• 09/2015 → 10/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 10/2018 → 11/2018
  Sii
  Tyson Corner, VA
• 10/2018 → 09/2022
  Seia, Llc
  Tysons, VA
• 11/2018 → 09/2022
  Royal Alliance Associates, Inc.
  Tysons Corner, VA
• 10/2022 → Present
  Mercer Global Advisors Inc.
  Vienna, VA

Previous Registrations

• 2018-10-25 → 2022-09-02
  Seia
  Tysons Corner, VA
  Los Angeles, CA
• 2015-09-03 → 2018-10-16
  Edelman Financial Services, Llc
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-02
• S63 Uniform Securities Agent State Law Examination
  2002-10-24

Designations

• Certified Financial Planner

Other Names

• Kristopher Evan Kennedy
• Evan Kennedy