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RIA / WealthAdvisorCertified Financial Planner20 years in industry

KEVIN M DILLON

Advisor at MERCER GLOBAL ADVISORS INC.

Radnor, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 13
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 13, 2006
First registration: Feb 22, 2006
Dual registered: no
Other names: KEVIN DILLON|KEVIN M DILLON|KEVIN M. DILLON
IAPD individual key: 5054210

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Mar 13, 2014	n/a	yes	Radnor, PA	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 23, 2013	Mar 17, 2014	no	Philadelphia, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 11, 2008	Jul 15, 2013	no	PHILADELPHIA, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 11, 2008	Jul 15, 2013	no	PHILADELPHIA, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Aug 28, 2008	no	JENKINTOWN, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 22, 2006	Apr 2, 2007	no	JENKINTOWN, PA\|JENKINTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	MERCER GLOBAL ADVISORS INC.	Mar 17, 2014	Mar 13, 2014	-4	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 15, 2013	Sep 11, 2008	-1,768	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 15, 2013	Sep 11, 2008	-1,768	Channel change	Other
MORGAN STANLEY & CO. LLC	TD AMERITRADE, INC.	Aug 28, 2008	Sep 11, 2008	14	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Mar 13, 2014 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 23, 2013 to Mar 17, 2014factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 11, 2008 to Jul 15, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 11, 2008 to Jul 15, 2013factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Aug 28, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 22, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.