Kaila Elise Kelleher

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

• 08/2014 → 04/2019
  The Ayco Company, L.P./Mercer Allied
  Saratoga Springs, NY
• 04/2019 → 01/2021
  Raymond James Financial Services, Inc.
  Lake Placid, NY
• 04/2019 → 01/2021
  Raymond James Financial Services Advisors, Inc.
  Lake Placid, NY
• 01/2021 → 01/2026
  Long Run Wealth Advisors, Llc
  Lake Placid, NY
• 04/2019 → 01/2026
  Long Run Wealth Advisors, Llc
  Lake Placid, NY
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Lake Placid, NY

Previous Registrations

• 2021-03-11 → 2026-03-30
  Long Run Wealth Advisors, Llc
  Lake Placid, NY
• 2019-04-01 → 2020-12-31
  Raymond James Financial Services Advisors, Inc
  Lake Placid, NY

Other Businesses

1. Adirondack Field; Not investment-related; 2522 Main Street, Lake Placid, NY 12946; Sale of small batch apparel made in the USA; Co-Owner; 04/01/2020; 5 hrs. per month; 0 hrs. during trading hours; Help with ordering and financials.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-18

Designations

• Certified Financial Planner

Other Names

• Kaila E. Collins
• Kaila Elise Collins