Edward Brian Smyth

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

• 03/2004 → 12/2016
  Perennial Research Llc
  Charlotte, NC
• 06/2009 → 10/2023
  Kingfisher Capital, Llc
  Charlotte, NC
• 10/2023 → Present
  Mercer Global Advisors Inc.
  Charlotte, NC

Previous Registrations

• 2009-06-30 → 2024-11-07
  Kingfisher Capital, Llc
  Charlotte, NC
• 2008-03-10 → 2009-06-30
  Wealthtrust Advisors
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-25

Other Names

• Brian Smyth