Kyle James Morton

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

• 09/2021 → 08/2024
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
• 08/2016 → 05/2017
  Bucknell University
  Lewisburg, PA
• 06/2017 → 08/2017
  Port Annapolis Marina
  Annapolis, MD
• 08/2017 → 05/2018
  Bucknell University
  Lewisburg, PA
• 06/2018 → 08/2018
  Unemployed
  Davidsonville, MD
• 08/2018 → 05/2019
  Bucknell University
  Lewisburg, PA
• 06/2019 → 08/2019
  Port Annapolis Marina
  Annapolis, MD
• 08/2019 → 05/2020
  Bucknell University
  Lewisburg, PA
• 06/2020 → 12/2020
  Port Annapolis Marina
  Annapolis, MD
• 01/2021 → 08/2021
  Unemployed
  Davidsonville, MD
• 01/2025 → 03/2026
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 09/2021 → 08/2024
  Seventy2 Capital Wealth Management
  Bethesda, MD
• 08/2024 → 09/2024
  Unemployed
  Davidsonville, MD
• 09/2024 → 01/2025
  Unemployed
  Los Angeles, CA
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Los Angeles, CA

Previous Registrations

• 2022-01-11 → 2024-08-14
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-12-22

Designations

• Chartered Financial Analyst

Other Names

• Kyle Morton