Joseph Kinch Kiely

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

• 01/1996 → 10/2024
  Kiely Wealth Advisory Group, Inc
  Kernersville, NC
• 10/2024 → Present
  Mercer Global Advisors Inc.
  Asheville, NC

Previous Registrations

• 2024-06-29 → 2025-03-24
  Kiely Wealth Advisory Group, Inc.
  Kernersville, NC
  Asheville, NC

Other Businesses

1.Dash Harper, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2016; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved. 2.DHPK, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2015; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved. 3.Elizabeth Blake, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2015; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved. 4.Harvard & Bryant, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2016; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved. 5.Piper Blaken, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2016; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved. 6.RCPPK, LLC; Investment-related; The address of this business is a private residence; Holding title to real estate assets and the passive ownership and management of those properties; Passive LLC Member; 01/01/2016; 0 hrs. per month; 0 hrs. during trading hours; Passive member in Limited Liability Real Estate Holding Company that is wholly controlled and managed by Registrant's spouse, no activities involved.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-28

Other Names

• Joseph Kiely