Gregory K. Karsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Kim Karsky, who also goes by Gregory Karsky, Greg Karsky, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2006. Gregory had worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 8, 2016 - June 1, 2016
MERCER GLOBAL ADVISORS INC.
May 6, 2014 - December 31, 2015
SPRUCE HILL CAPITAL, LLC
January 30, 2013 - May 1, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 2013 - May 1, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 28, 2006 - January 2, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
July 24, 2006 - January 2, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
February 17, 2006 - March 22, 2006
BELLE HAVEN INVESTMENTS, L.P.
Primary Firm SEC Registration
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99,044 |
| AUM (Assets Under Management) | $ 60,256,270,580 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 07/31/2024 | ||
| 09/28/2023 | ||
| 12/07/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
