Ethan Klie

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

• 12/2024 → 03/2026
  Kinley Carter Wealth Services
  Wexford, PA
• 07/2015 → 12/2024
  Unemployed
  Pittsburgh, PA
• 03/2026 → Present
  Mercer Global Advisors Inc.
  Meadville, PA
• 08/2021 → 05/2025
  Grove City College
  Grove City, PA

Previous Registrations

• 2025-07-28 → 2026-03-30
  Mckinley Carter Wealth Services, Inc.
  Wexford, PA
  Wheeling, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-16