Kevin Garrett Moriarty

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

• 12/2021 → 12/2023
  Stifel Financial Corp
  New York, NY
• 06/2020 → 08/2020
  Ubs
  New York, NY
• 06/2019 → 08/2019
  2-Way Lacrosse
  Greenwich, CT
• 12/2017 → 06/2018
  Captioncall
  St. George, UT
• 02/2017 → 09/2017
  Wesleyan University
  Middletown, CT
• 08/2015 → 05/2021
  Wesleyan University
  Middletown, CT
• 06/2021 → 12/2021
  Unemployed
  Greenwich, CT
• 09/2024 → Present
  Mercer Global Advisors Inc.
  New York, NY
• 12/2023 → 09/2024
  Unemployed
  Brooklyn, NY

Previous Registrations

• 2022-05-23 → 2023-12-22
  Stifel, Nicolaus & Company, Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-20

Designations

• Chartered Financial Analyst

Other Names

• Kevin Garrett Moriarty
• Kevin Moriarty