Kayla Sue-Helene Samuel

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

• 06/2020 → 12/2021
  Td Ameritrade
  Southlake, TX
• 08/2019 → 06/2020
  Midwestern State University- Vinson Health Center
  Wichita Falls, TX
• 06/2018 → 08/2019
  Target Inc
  Westbury, NY
• 06/2018 → 08/2018
  Nathan's Famous
  Westbury, NY
• 07/2016 → 07/2017
  Nh International Caribbean Ltd
  Port Of Spain
• 12/2021 → 04/2025
  Goldman Sachs
  Dallas, TX
• 04/2025 → 01/2026
  Allworth Financial
  Addison, TX
• 08/2017 → 05/2020
  Midwestern State University
  Wichita Falls, TX
• 04/2025 → 01/2026
  Aw Securities
  Addison, TX
• 08/2023 → 05/2025
  East Texas A&M University
  Commerce, TX
• 08/2014 → 10/2016
  Dominica State College
  Roseau
• 02/2026 → Present
  Mercer Global Advisors Inc.
  Rockwall, TX

Previous Registrations

• 2025-05-12 → 2026-01-05
  Allworth Financial, L.P.
  Addison, TX
  Folsom, CA
• 2022-03-23 → 2025-05-20
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  2020-11-24

Other Names

• Kayla Sue Helene Samuel