Scott
Kays
Mercer Global Advisors Inc
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About this Advisor
Scott Kays is a certified financial planner and chartered financial analyst working out of Atlanta, Georgia who has 3 years of industry experience. Kays works at Mercer Global Advisors Inc. Their career trajectory has included roles at Kays Financial Advisory Corporation and Mercer Global Advisors Inc. Kays has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Georgia, Louisiana, Mississippi and Texas. Mercer Global Advisors Inc is a company operating out of Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It manages $35 billion in assets among its 76,213 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are associated with high-net-worth clients who have more than $1 million in investable assets. Mercer Global Advisors Inc performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees are based on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Scott Kays Work History
Scott has been registered as a financial advisor for 3 years.*
Mercer Global Advisors Inc
Kays Financial Advisory Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Kays to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Boulder, CO
Denver, CO
Walnut Creek, CA
Walnut Creek, CA
Atlanta, GA
Vienna, VA
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
